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Scott Richard Brown

Investment Adviser Representative at Savant Wealth Management

Lewes, DECRD #4400748Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott Richard Brown is an investment adviser representative with Savant Wealth Management in Lewes, DE, where they have been registered since 2023. They have worked in the securities industry since 2001 and were previously registered with Wealth Management Group. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Delaware.

Office

34382 Carpenters Way, #5
Lewes, DE 19958

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Delaware

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/28/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Savant Wealth ManagementCurrent
7/20/2023 – Lewes, DE
Wealth Management Group
6/5/2001 – 8/18/2023Dover, DE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wealth Management Group, LLC
    Feb 2001 – Jul 2023Dover, DE
  2. Savant Wealth Management
    Jul 2023 – Nov 2024Rockford, IL
  3. Savant Wealth Management
    Nov 2024 – no end date reportedRockford, IL
  4. R. F. BOOK & Co. CPAS
    Nov 1985 – Jul 2023Dover, DE

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Savant Wealth Management

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
Firm account minimum
$300,000
Firm's annual rate schedule by assets
  • First $3,000,0000.70%
  • Next $2,000,0000.60%
  • Next $5,000,0000.50%
  • Next $10,000,0000.35%

+1 more tiers on the firm profile

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
398
Offices listed on AdvisorFinder:
43
Main office:
Rockford, IL
SEC file number:
801-43144

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 30, 2026

View full firm profile

Other advisors at Savant Wealth Management

Showing 12 of 398 in the directory

View Savant Wealth Management firm profile

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About this profile

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 Richard Brown 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Scott Richard Brown (Savant Wealth Management)