Sabin Investment Management
44yrs
Top advisor by experience in Lehi
4yrs
Scott Edwards has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Lehi, Utah. After three years at Rovin Capital, Scott joined CW Advisors in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 247 advisors with offices in Lehi, and one of 235 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office2801 N Thanksgiving Way 190, Lehi, UT 84043
FirmCW Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.24 million
Advisors at the firm93
States licensed ?1 state
Services through CW Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowCW Advisors, LLCCurrent firm
- 2023 – 2026Rovin CapitalPreviously
Contact Scott
(617) 428-7600Firm headquarters in Boston, MA. Ask for Scott. 2801 N Thanksgiving Way 190Lehi, UT 84043Office · Get directions LinkedIn pageCW Advisors
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call CW Advisors at (617) 428-7600 and ask for Scott Edwards. Scott works from the Lehi, UT office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Scott hold?
Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
CW Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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