Mack Scott Nesbit
Investment adviser representative at Focus Partners Wealth, LLC
22 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
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
22 years in the industry.
- Focus Partners Wealth, LLCJul 2024 to now
- The Colony Group, LLCJul 2024 to now
- Buckingham Strategic Wealth, LLCApr 2023 to now
- Davis Financial PlanningFeb 2022 to Mar 2023
- Indiana UniversitySep 2021 to Feb 2022
- Wrightsville Beach Fire DepartmentMay 2020 to Sep 2021
- University of North Carolina WilmingtonAug 2019 to May 2020
- FedexMay 2019 to Aug 2019
- University of North Carolina WilmingtonSep 2018 to May 2019
- Carmel High SchoolMay 2018 to Aug 2018
- University of North Carolina WilmingtonAug 2017 to May 2018
- Woollett Aquatic CenterMay 2014 to Jul 2017
- Not ApplicableAug 2004 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7605507
- Firm CRD
- 159289