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Scott Comfort

Investment adviser representative at Threadline Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm 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

Experience

10 years in the industry.

  1. Threadline WealthJan 2023 to now
  2. Moss Adams Wealth AdvisorsFeb 2020 to now
  3. StacklineDec 2018 to Jan 2020
  4. Moss AdamsJan 2017 to Dec 2018
  5. Fircrest Golf ClubSep 2016 to Dec 2016

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Threadline Wealth

Legal name: Moss Adams Wealth Advisors LLC

$5.8BAssets managed
1,246Clients
22Advisers
25 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
7611181
Firm CRD
108917
Advisor's SEC record (opens in a new tab)
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