Executive Vice President and Registered Representative · Wealth Management Resources, Inc.
Scott G. Everly
CRD 6488691 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealth Management Resources, Inc., an SEC-registered wealth manager based in Smithfield, RI with $385 million in regulatory assets, lists Scott G. Everly on its Form ADV as Executive Vice President and Registered Representative, a control person.
Firms and roles
- Wealth Management Resources, Inc.Executive Vice President and Registered RepresentativeWealth manager · Smithfield, RI · $385M in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Arthur C. EverlyShareholder, Wealth Management Resources, Inc.
- Todd M. CasazzaPresident, Investment Advisor Representative, and Registered Representative, Wealth Management Resources, Inc.
- Kevin R. WorthleyExecutive Vice President, Wealth Management Resources, Inc.
- Marissa L. DuckworthShareholder, Wealth Management Resources, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.