Scott Edward Sanborn
Investment adviser representative at Retire Agile
39 yearsExperience
3 statesRegistered in
$433.7MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
39 years in the industry.
- Retire AgileAug 2025 to now
- Align Financial, LLCAug 2025 to now
- Strategic Financial ConceptsMay 2022 to Aug 2025
- Lone Star AnalysisJan 2018 to Apr 2022
- Extended Post, Military TravelSep 2017 to Dec 2017
- United States MilitaryAug 1987 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, WI).
Retire Agile
Legal name: Align Financial, LLC
$433.7MAssets managed
188Clients
4Advisers
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
- 7566381
- Firm CRD
- 309238