Scott Matthew Sollars
Investment Adviser Representative at Benefit Financial Services Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Scott Matthew Sollars is an investment adviser representative with Benefit Financial Services Group in Phoenix, AZ, where they have been registered since 2024. They have worked in the securities industry since 2001 and have been registered with 4 firms, including Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Schwab Wealth Advisory, IncAug 2016 – Jun 2017Phoenix, AZ
- Schwab Wealth Advisory, IncJun 2017 – Jul 2019Phoenix, AZ
- Scwhab Wealth Advisory, IncJul 2019 – Feb 2021Phoenix, AZ
- Schwab Wealth Advisory, IncFeb 2021 – Sep 2023Phoenix, AZ
- Benefit Financial Services GroupJan 2024 – no end date reportedPhoenix, AZ
- UnemployedOct 2023 – Dec 2023Phoenix, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Benefit Financial Services Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Irvine, CA
- SEC file number:
- 801-67796
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at Benefit Financial Services Group
Showing 12 of 25 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Matthew Sollars has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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