SB
SB

Scott Buchanan

20 Years of Experience
Salt Lake City, UT
Broker

Scott Buchanan is a registered investment advisor at D.A. Davidson & CO., based in Salt Lake City, UT, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

95 S State St, Suite 1500, Salt Lake City, UT, 84111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott volunteers for a non-profit business group, filling club areas and concession stands. This activity requires a few hours per week and is not investment-related.

Employment History
Current Registrations
D.A. Davidson & CO.
January 2026 - Present · 4 mos
D.A. Davidson & CO.Broker
January 2026 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - January 2026 · 10 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
March 2010 - July 2018 · 8 yrs 4 mos
Strategic Advisers, INC.
October 2007 - November 2009 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
July 2005 - January 2026 · 20 yrs 6 mos
State Registrations28 states
ARAZCACOFLGAHIIDMAMDMIMNMTNCNDNENMNVNYOHSCSDTXUTVAVTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Scott Buchanan - Financial Advisor | TrueAdvisor