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Scott Kevin Newberry

Investment adviser representative at Raymond James Financial Services Advisors, Inc
29 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther

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

29 years in the industry.

  1. Raymond James Financial Services Advisors, IncJun 2026 to now
  2. Raymond James Financial Services, Inc.May 2026 to now
  3. Pinnacle BankApr 2026 to now
  4. Pinnacle Financial PartnersApr 2026 to now
  5. Unemployed / SeveranceJan 2025 to Apr 2026
  6. International Paper CompanyJul 1997 to Jan 2025

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (TN, TX).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
8258898
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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