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Scott Maxey Herndon

Adapt Wealth Advisors, LLC

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About Scott Maxey Herndon

Scott Maxey Herndon is an investment advisor representative with Adapt Wealth Advisors, LLC. Scott has been in the financial services industry since 2015. Scott holds the Series 66, Series 7, and SIE licenses. Scott is registered with the state of Georgia. Scott's previous experience includes working with Ameriprise Financial Services, LLC. Scott has been with Adapt Wealth Advisors, LLC since February 2024. The firm manages $327,765,997 for 1,122 clients.

Firm Information

Scott Herndon is currently registered with Adapt Wealth Advisors, LLC. Adapt Wealth Advisors, LLC is an investment advisor based in Atlanta, GA. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals. Adapt Wealth Advisors manages approximately $327,765,997 in assets for 1,122 clients, including 116 high-net-worth individuals, 3 corporations, and 183 individuals other than high-net-worth. They have 5 licensed agents and 7 investment advisor representatives.
Adapt Wealth Advisors, LLC

6285 BARFIELD RD.

ATLANTA, GA 30328

$327.77M

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Scott Herndon’s Registration & Firm History

GA

02/15/2024 - Present

Adapt Wealth Advisors, LLC (ATLANTA GA)

GA

11/30/2021 - 02/20/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)

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Licenses & Designations

BOTH

Issued 04/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Maxey Herndon.
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