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Scott Matthew Carlson

Diversify Advisory Services, LLC

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About Scott Matthew Carlson

Scott Matthew Carlson is a registered investment advisor in Utah. Scott is associated with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Scott Carlson has passed the Series 65 and SIE exams. Scott has been in the securities industry since 2014. Scott provides financial planning, selection of other advisers, portfolio management for individuals and businesses.

Firm Information

Scott Carlson is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Carlson’s Registration & Firm History

UT

02/05/2024 - Present

Diversify Advisory Services, LLC (SANDY UT)

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Licenses & Designations

IA

Issued 03/06/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Matthew Carlson.
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