Scott Fewin is a registered investment advisor at Adhesion Wealth Advisor Solutions, based in Charlotte, NC, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 123 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$10.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2825 South Blvd, Suite 500, Charlotte, NC, 28209

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Adhesion Wealth Advisor Solutions
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Spire Wealth Management, LLC
January 2021 - December 2023 · 2 yrs 11 mos
Spire Securities, LLCBroker
January 2021 - December 2023 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
March 2017 - January 2021 · 3 yrs 10 mos
TD Ameritrade, INC.
March 2017 - January 2021 · 3 yrs 10 mos
TD Ameritrade Investment Management, LLC
March 2017 - December 2018 · 1 yr 9 mos
LPL Financial LLC
April 2013 - December 2016 · 3 yrs 8 mos
LPL Financial LLCBroker
April 2013 - December 2016 · 3 yrs 8 mos
Credit Suisse Securities (USA) LLC
November 2011 - March 2013 · 1 yr 4 mos
Credit Suisse Securities (USA) LLCBroker
November 2011 - March 2013 · 1 yr 4 mos
NFP Securities, INC.
September 2011 - December 2011 · 3 mos
NFP Securities, INC.Broker
September 2011 - December 2011 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1994 - October 2009 · 15 yrs 1 mo
State Registrations1 state
NC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.