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Steven Jacob Scott

Investment adviser representative at Arca Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Arca Wealth, LLCJun 2026 to now
  2. Sandbox Financial Partners LLCOct 2025 to now
  3. Ameriprise Financial Services, LLCNov 2020 to Sep 2025
  4. UnemployedOct 2020 to Nov 2020
  5. Euroconsult, Inc.Jan 2020 to Sep 2020
  6. Amopi LLCOct 2019 to Oct 2019
  7. College of William &maryAug 2019 to Dec 2019
  8. Tegna IncJun 2019 to Aug 2019
  9. College of William & MaryAug 2018 to May 2019
  10. Intelligent Decisions IncJun 2018 to Jul 2018
  11. College of William & MaryAug 2017 to May 2018
  12. Unemployed - StudentMay 2017 to Aug 2017
  13. College of William & MaryAug 2016 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (MD).

Arca Wealth, LLC

$1.3BAssets managed
1,121Clients
10Advisers
11 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
7314602
Firm CRD
174765
Advisor's SEC record (opens in a new tab)
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