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Scott Timothy Wait

RSW Wealth Management

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About Scott Timothy Wait

Scott Timothy Wait is an Investment Advisor Representative with RSW Wealth Management. Scott is also a CPA and has been in the industry since 2010. Scott has a Series 63, Series 65, and Series 7 license. In addition to working at RSW Wealth Management, Scott has other business activities which include being a shareholder in an accounting firm, a partner in a commercial real estate company, a health and life insurance licensed agent, and a treasurer for a non-profit. Scott is registered to provide investment advice in Nevada.

Firm Information

Scott Wait is currently registered with RSW Wealth Management. RSW Wealth Management is an independent financial advisor located in Ocala, FL, providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.

$35.23M

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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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.

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 Wait’s Registration & Firm History

NV

08/19/2016 - Present

RSW Wealth Management (RENO NV)

NV

04/30/2010 - 11/10/2015

MCLEAN SECURITIES, LLC (RENO NV)

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Licenses & Designations

IA

Issued 06/08/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Timothy Wait.
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