Scott Robinson
Investment adviser representative at Oakworth Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$846.3MFirm assets
1 yearFirm in business
Are you Scott Robinson? Claim your profile
Contact this firm
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.
- Oakworth Asset Management, LLCJul 2025 to now
- Oakworth Capital BankJun 2024 to now
- Network BreweryAug 2017 to Dec 2017
- JP Morgan Securities LLCMar 2016 to Aug 2022
- JP Morgan Chase BankFeb 2016 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TN).
Oakworth Asset Management, LLC
$846.3MAssets managed
565Clients
18Advisers
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
- 6624413
- Firm CRD
- 335388