Adviser and broker representative · Charles Schwab & Co., Inc.
Scott M. Botkin
CRD 6596369 · The Villages, FL
At a glance
Scott M. Botkin is an investment adviser representative with Charles Schwab & Co., Inc. in The Villages, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Scott’s SEC record dates to 2017, about 9 years ago. Scott is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Charles Schwab & Co., Inc.Since March 2024The Villages, FL · $0M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- 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
- 2 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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 and FINRA BrokerCheck.
More at Charles Schwab & Co., Inc.
- Cesar A. Armas CrespoThe Villages
- James M. BessoniThe Villages
- Richard H. BowlerThe Villages
- Lance M. LarkinThe Villages
- Robin MorganThe Villages
- Leslie RodriguezThe Villages
- Gabriel RoqueThe Villages
- Cameron RutzThe Villages
Every advisor at Charles Schwab & Co., Inc. →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news, moves and payouts →Financial advisors in The Villages, FL →Every Charles Schwab & Co., Inc. advisor in The Villages →Advisor Moves: who changed firms this week →