AW
AW

Adam Scott Weiner

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
2,731 clients
Average Client Portfolio
$213K average
Assets Under Management
$580.5M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

901 N Broad Street, Suite 400, Rome, GA, 30161

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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.

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Other Business ActivitiesSells Insurance

Adam is the president of Adam Scott & Associates, a life insurance agency, dedicating about half of his time to it. He also sells Medicare supplements through Advocate Health Advisors.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2025 - Present · 3 mos
Dempsey Lord Smith, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Dempsey Lord Smith, LLCBroker
September 2023 - November 2025 · 2 yrs 2 mos
Arkadios Wealth Advisors
February 2021 - September 2023 · 2 yrs 7 mos
Arkadios CapitalBroker
February 2021 - September 2023 · 2 yrs 7 mos
Arkadios CapitalBroker
December 2019 - December 2019 · 0 mos
Centaurus Financial, INC.
September 2014 - February 2021 · 6 yrs 5 mos
Centaurus Financial, INC.Broker
July 2014 - February 2021 · 6 yrs 7 mos
Nav Wealth Advisors, LLC
October 2012 - May 2014 · 1 yr 7 mos
State Registrations5 states
FLGANJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.