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Scott Mcdougall Carmack

Holbrook Holdings, Inc.

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About Scott Mcdougall Carmack

Scott Mcdougall Carmack is a registered investment advisor representative with Holbrook Holdings, Inc. Scott has been in the financial services industry for over 15 years. Scott has previously worked at Leader Capital Corp, AXA Advisors, LLC, Assent LLC, Evolution Financial Technologies, LLC and J.P. Morgan Securities Inc. Scott is licensed to provide investment advice in Georgia and is currently pending approval to provide investment advice in Oregon. Scott holds Series 63, 66, 7, and 55 licenses. Scott has specialized in Portfolio Management for Investment Companies. Scott is dedicated to providing clients with the highest quality investment advice and service.

Firm Information

Scott Carmack is currently registered with Holbrook Holdings, Inc.. Holbrook Holdings, Inc. is an investment advisor based in Atlanta, GA. The firm manages approximately $2.3 billion in assets for 2 investment companies. Their services include portfolio management for investment companies.
Holbrook Holdings, Inc.

3225 CUMBERLAND BLVD

ATLANTA, GA 30339

$2.30B

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Carmack’s Registration & Firm History

GA

01/06/2024 - Present

Holbrook Holdings, Inc. (ATLANTA GA)

OR

02/15/2011 - 11/30/2015

LEADER CAPITAL CORP. (PORTLAND OR)

VA

10/25/2010 - 12/01/2010

AXA ADVISORS, LLC (FALLS CHURCH VA)

NJ

08/08/2006 - 05/27/2010

ASSENT LLC (HOBOKEN NJ)

NY

08/13/2003 - 08/01/2006

EVOLUTION FINANCIAL TECHNOLOGIES, LLC (NEW YORK NY)

NY

01/14/2002 - 08/12/2003

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/28/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Mcdougall Carmack.
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