Investment adviser representative · Aprio Wealth Management, LLC
Scott J. Barnas
CRD 2587163 · Atlanta, GA
At a glance
Scott J. Barnas is an investment adviser representative with Aprio Wealth Management, LLC in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Scott’s SEC record dates to 1998, about 28 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Aprio Wealth Management, LLCSince April 2021Atlanta, GA · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Scott’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.