Scott
Barnas

Aprio Wealth Management, LLC

CRD#2587163
Investment Advisor
in Atlanta, GA

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About this Advisor

Scott Barnas is a financial advisor based in Atlanta, Georgia, working with Aprio Wealth Management, LLC. Scott has previously held positions at Mml Investors Services, LLC, Aprio Llp, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, and Aprio Wealth Management, LLC. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Scott is part of Aprio Wealth Management, LLC, which operates out of Atlanta, Georgia. The firm has 11 offices and 30 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Aprio Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2002 Summit Boulevard Suite 120
Atlanta, GA 30319

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Aprio Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,835,159,664

GA Average: $3,570,121,308
Total Number of Employees

30

GA Average: 58
Total Number of Accounts

2,121

GA Average: 1,608
Average Account Size

$865,233

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Scott Barnas Work History

2021 - Present (3 years)

Aprio Llp

2021 - Present (3 years)

Aprio Wealth Management, LLC

2017 - 2021 (4 years)

Mml Investors Services, LLC

2016 - 2021 (5 years)

Massachusetts Mutual Life Insurance Company

2012 - 2017 (5 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Scott Barnas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aprio Wealth Management, LLC

Matthew Miller
Atlanta, GA
Mary Beford
Atlanta, GA
Phillipe Toupin
Matthews, NC
Victor Krasij
Rockville, MD
Simeon Wallis
Atlanta, GA
Warren Nash
Atlanta, GA
William Whittaker Jr.
Atlanta, GA
William Archibald
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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