# SCOTT WILLIAM O'BRIEN

SCOTT WILLIAM O'BRIEN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with WORTHPOINTE.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONSTITUTION WEALTH LLC](https://search.stillhousedata.com/firm/313916) | 2023-11-09 | 2025-12-31 | — |
| [WORTHPOINTE](https://search.stillhousedata.com/firm/143996) | 2012-06-11 | present | Yes |
| [TROVENA, LLC.](https://search.stillhousedata.com/firm/120232) | 2012-06-11 | 2013-12-31 | — |
| [WEALTH MANAGEMENT CONSULTANTS, LLC](https://search.stillhousedata.com/firm/150640) | 2009-09-21 | 2010-06-02 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2009-09-21 | 2012-05-29 | — |
| [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | 2008-01-15 | 2009-01-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1236835)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1236835.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.