Adviser and broker representative · Brooker Wealth Management
Scott P. Kelley
CRD 2143826 · Oakland, CA
At a glance
Scott P. Kelley is an investment adviser representative with Brooker Wealth Management in Oakland, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Scott’s SEC record dates to 2001, about 25 years ago. Scott is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Brooker Wealth ManagementSince February 2025Oakland, CA · $136M in regulatory assets
- Integrity Alliance, LLC.Since October 2025San Ramon, CA · $5.4B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
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
- 3 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 Brooker Wealth Management
- Andrew M. NevinOakland · Chartered Financial Consultant
- Samson K. ChanSan Ramon · Certified Financial Planner
- Nolan M. ParkerSan Ramon
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