Patrick Arthur Scott
Investment adviser representative at Wellington Investment Advisors
10 yearsExperience
1 stateRegistered in
$261.4MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wellington Investment AdvisorsJun 2026 to now
- Focal Point Logistics, LLC d/b/a Unishippers 1730Jan 2026 to Jun 2026
- County National BankJun 2025 to Aug 2025
- Hillsdale Community Health CenterJan 2025 to Dec 2025
- Iron Capital Advisors, Inc.Jun 2024 to Aug 2024
- Cherokee Town and Country Club, Inc.May 2023 to Jan 2025
- Hillsdale CollegeSep 2022 to Jun 2026
- The Home Depot, Inc.May 2022 to Aug 2022
- Starbucks CorporationSep 2020 to Oct 2021
- Chick-fil-a, Inc.Oct 2019 to Jul 2020
- Full-time StudentAug 2016 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Wellington Investment Advisors
Legal name: Bullock Wealth Management Group Inc.
$261.4MAssets managed
386Clients
9Advisers
5 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
- 8307390
- Firm CRD
- 283853