Scott Mons Broadbent
Investment adviser representative at Drive Wealth Advisers
15 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Drive Wealth AdvisersJan 2025 to now
- Advisors ExcelMar 2013 to now
- Global Financial Advisors LLCMar 2011 to now
- Acquire Consult LLCMay 2020 to Jan 2025
- Raymond James Financial Services Advisors Inc.Aug 2019 to Jun 2020
- AllegisJul 2019 to Sep 2022
- Raymond James Financial Services, Inc.Oct 2017 to Jun 2020
- Holman Investments and PlanningOct 2017 to Aug 2019
- Raymond James Financial Services Advisors Inc.Oct 2017 to Mar 2019
- Calton & Associates, Inc.Apr 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (UT).
Drive Wealth Advisers
Legal name: Drive Wealth Management, LLC
$1.5BAssets managed
1,112Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3206871
- Firm CRD
- 174728