Scott
Bishop

Signature Wealth Management Group LLC

CRD#5491273
Investment Advisor
in Atlanta, GA
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About this Advisor

Scott Bishop is a certified financial planner who works out of Atlanta, Georgia. Currently a registered investment advisor at Signature Wealth Management Group LLC, they have accrued 11 years of professional experience as a registered advisor. Bishop has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Bishop can advise clients in Georgia and Texas. During their career, Bishop has held roles at U.S. Air Force Reserve, Merrill Lynch, Cetera Advisors, Raymond James & Associates, Inc, Air National Guard, Purshe Kaplan Sterling Investments and Signature Wealth Management Group LLC. Signature Wealth Management Group LLC is based out of Atlanta, Georgia. In total, Signature Wealth Management Group LLC manages $230 million in assets across 945 accounts and retains seven staff members. The firm's total assets under management places it among the mid-sized investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Signature Wealth Management Group LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3625 Cumberland Boulevard Suite 230
Atlanta, GA 30339

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Signature Wealth Management Group LLC Brokerage Details

Total Assets Under Management

$222,271,977

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

7

GA Average: 58
Total Number of Accounts

1,016

GA Average: 1,608
Average Account Size

$218,772

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Scott Bishop Work History

Scott has 11 years of experience.

2017 - Present (2 years)

Purshe Kaplan Sterling Investments

2017 - Present (2 years)

Signature Wealth Management Group LLC

2013 - 2017 (4 years)

Raymond James & Associates, Inc

2013 - Present (6 years)

Air National Guard

2009 - 2013 (4 years)

U.S. Air Force Reserve

2009 - 2013 (4 years)

Cetera Advisors

2008 - 2009 (1 years)

Merrill Lynch

2007 - 2009 (2 years)

U.S. Air Force Reserve

Disclosures

Scott Bishop has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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