Seth Scott
Investment adviser representative at Envoy Advisory Inc.
27 yearsExperience
1 stateRegistered in
$615MFirm assets
6 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Envoy Advisory Inc.Nov 2025 to now
- Harvest Investment Services, LLCJul 2025 to now
- Shepherd's WalletJul 2025 to now
- Shepherd's Wallet Financial ServicesJul 2025 to now
- Seth Scott (self Employed)Jan 1999 to now
- Agape Planning PartnersMar 2024 to Apr 2025
- Heartwood Financial PlanningMay 2023 to Jul 2025
- Planmember Securities CorporationSep 2021 to Jun 2025
- Broadway Media DistributionAug 2021 to Oct 2022
- Jubilation SingersAug 2019 to Feb 2022
- Fresno CogAug 2012 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Envoy Advisory Inc.
$615MAssets managed
1,999Clients
10Advisers
6 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
- 7395667
- Firm CRD
- 306559