Scott Richard Carty
Investment adviser representative at Custom Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$201MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Custom Wealth ManagementMay 2026 to now
- Ae Wealth Management LLCDec 2025 to now
- Custom Wealth SolutionsNov 2025 to now
- Ae Financial Services, LLCApr 2021 to Nov 2025
- Oliver Lagore Vanvalin Investment Group, Inc.Apr 2021 to Nov 2025
- Olv Investment GroupSep 2018 to Nov 2025
- Sigma Financial CorporationSep 2018 to Apr 2021
- Sigma Planning CorporationAug 2018 to Apr 2021
- Carty CapitalAug 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Custom Wealth Management
Legal name: Custom Wealth Management, LLC
$201MAssets managed
504Clients
3Advisers
Under 1 yearIn 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
- 4800449
- Firm CRD
- 340956