Scott
Robbins

Private Wealth Management, Inc

CRD#4540655
Investment Advisor
in Memphis, TN

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About this Advisor

Scott Robbins is a financial advisor based in Memphis, Tennessee, working with Private Wealth Management, Inc. Scott has previously held a position at Private Wealth Management, Inc. Scott has passed the Series 65 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Scott is part of Private Wealth Management, Inc, which operates out of Memphis, Tennessee. The firm has 4 employees and manages assets totaling $699.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Private Wealth Management, Inc includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3725 Champion Hills Drive, Ste. 1400
Memphis, TN 38125

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Private Wealth Management, Inc Brokerage Details

Total Assets Under Management

$699,203,743

TN Average: $730,596,643
Total Number of Employees

4

TN Average: 15
Total Number of Accounts

509

TN Average: 968
Average Account Size

$1,373,681

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Scott Robbins Work History

2002 - Present (23 years)

Private Wealth Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Scott Robbins 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 Private Wealth Management, Inc

Joseph Horner
Memphis, TN
Scott Robbins
Memphis, TN

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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