Scott Davis
Investment adviser representative at Portside Wealth Group, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Portside Wealth Group, LLCJun 2025 to now
- Scott Davis Cpa, LLCJun 2025 to now
- Hurst & Company PllcFeb 2024 to now
- Christensen, Jackson, Stone & HartJan 2020 to Dec 2024
- AmderibenOct 2019 to Jan 2020
- Jackson Hewitt Tax ServicesNov 2018 to Apr 2019
- Scott Davis Accounting SolutionsJan 2018 to Jan 2020
- Intermountain Power SportsMay 2017 to Jul 2019
- Adalant Agent of Mass MutualAug 2016 to Nov 2016
- Lcsc State CollegeAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 8123322
- Firm CRD
- 325175