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RIA / WealthAdvisorCertified Financial Planner37 years in industry

SCOTT NATHAN SAYRE

Advisor at EP WEALTH ADVISORS

SALT LAKE CITY, UT | TORRANCE, CA

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Search this name across graphsid dfx:ria:7fd45add-ec6e-081b-c9ea-2a3a0f50546c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EP WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Jan 3, 1989
First registration: Mar 26, 2002
Dual registered: no
IAPD individual key: 1380810

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EP WEALTH ADVISORS	Independent wealth	Oct 19, 2020	n/a	yes	SALT LAKE CITY, UT\|TORRANCE, CA	Current employment
FINANCIAL INSIGHT CENTER	Former SEC adviser	Jul 7, 2010	Oct 21, 2020	no	SALT LAKE CITY, UT	Previous registration
THE INSIGHT GROUP, INC.	Former SEC adviser	Oct 25, 2004	Oct 21, 2020	no	SALT LAKE CITY, UT	Previous registration
QA3 FINANCIAL LLC	n/a	Jan 7, 2004	Oct 11, 2004	no	FARMINGTON, UT	Previous registration
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	n/a	Mar 26, 2002	Jan 5, 2004	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE INSIGHT GROUP, INC.	FINANCIAL INSIGHT CENTER	Oct 21, 2020	Jul 7, 2010	-3,759	Firm change after gap	Other
FINANCIAL INSIGHT CENTER	EP WEALTH ADVISORS	Oct 21, 2020	Oct 19, 2020	-2	Firm change	RIA to RIA
QA3 FINANCIAL LLC	THE INSIGHT GROUP, INC.	Oct 11, 2004	Oct 25, 2004	14	Firm change	Other
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	QA3 FINANCIAL LLC	Jan 5, 2004	Jan 7, 2004	2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153610:111147:UT:2020-10-21	Oct 21, 2020	Oct 19, 2020	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (5)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Oct 19, 2020 to presentfactForm ADV
→ THE INSIGHT GROUP, INC.Registered adviserregistration: previous registration
Oct 25, 2004 to Oct 21, 2020factForm ADV
→ FINANCIAL INSIGHT CENTERRegistered adviserregistration: previous registration
Jul 7, 2010 to Oct 21, 2020factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 7, 2004 to Oct 11, 2004factForm ADV
→ ASSOCIATED PLANNERS INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
Mar 26, 2002 to Jan 5, 2004factForm ADV

Dated events

No dated event names this entity yet.