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Scott Richard Nabb

Blue SKY Capital Consultants Group, Inc.

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About Scott Richard Nabb

Scott Richard Nabb is a financial advisor with Blue Sky Capital Consultants Group, Inc. Scott has been in the financial services industry since 2014 and holds Series 7, 63, 65, and 66 securities licenses. Scott is a Certified Financial Planner™ and specializes in Financial Planning, Portfolio Management for Individuals, and Pension Consulting.

Firm Information

Scott Nabb is currently registered with Blue SKY Capital Consultants Group, Inc.. Blue SKY Capital Consultants Group, Inc. is an investment advisor based in POWAY, CA. The firm provides financial planning, pension consulting, and portfolio management for individuals. They manage approximately $247.8 million in assets for 1,249 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm also provides advisory consulting services.
Blue SKY Capital Consultants Group, Inc.

14259 DANIELSON ST.

POWAY, CA 92064

$247.83M

Assets Under Management

Not reported

Total Clients

6

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

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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other

Pension consulting fee

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Scott Nabb’s Registration & Firm History

CA

02/02/2024 - Present

Blue SKY Capital Consultants Group, Inc. (POWAY CA)

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Licenses & Designations

BOTH

Issued 05/11/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/05/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Scott Richard Nabb. Review regulatory record here.
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