Scott
Mcquilken

Bluechip Wealth Advisors LLC

CRD#2618322
Investment Advisor
in Alpharetta, GA

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About this Advisor

Scott Mcquilken is a financial advisor based in Alpharetta, Georgia, working with Bluechip Wealth Advisors LLC. Scott has previously held positions at Bank Of America, Na, Arkadios Wealth Advisors, Ashworth Sullivan Wealth Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Arkadios Capital LLC, and Acg Wealth. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Scott is part of Bluechip Wealth Advisors LLC, which operates out of Alpharetta, Georgia. The firm has 8 employees and manages assets totaling $485.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bluechip Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

12655 Birmingham Hwy Suite 201
Alpharetta, GA 30004

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Bluechip Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$485,084,699

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

8

GA Average: 58
Total Number of Accounts

1,049

GA Average: 1,608
Average Account Size

$462,426

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Scott Mcquilken Work History

2021 - Present (3 years)

Ashworth Sullivan Wealth Advisors LLC

2017 - Present (7 years)

Arkadios Capital LLC

2021 - 2021 (< 1 year)

Arkadios Wealth Advisors

2017 - 2021 (4 years)

Acg Wealth

2009 - 2017 (8 years)

Bank Of America, Na

2008 - 2017 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Scott Mcquilken 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 Bluechip Wealth Advisors LLC

Jessica Vickery
Alpharetta, GA
Beau Davis
Alpharetta, GA
David Smith
Alpharetta, GA
Marcus Ashworth
Alpharetta, GA
Kevin Rainwater
Alpharetta, GA
Scott Mcquilken
Alpharetta, 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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