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Home » Contact Form New Client

Legal Name
MM slash DD slash YYYY
What is your primary email?
We may send you important documents and other communications via email. To ensure prompt delivery, we suggest providing a personal email address. If you choose to provide a work email address, we kindly ask that you notify us immediately if there are any changes in your employment status.
Address
No P.O. Boxes
Mailing Address
Contact Preference
What number should we contact?
Do you need to add another address?
Other Address
If you need to

 
Employer Information

Citizenship
MM slash DD slash YYYY
If your government issued ID is a DL, you will not need to enter the information twice.
MM slash DD slash YYYY

Additional Person

This section is available if you need to provide contact information for another individual. Dependent information is asked for in a later section of this form.
Do you need to add another person?
Legal Name
MM slash DD slash YYYY
What is your primary email?
We may send you important documents and other communications via email. To ensure prompt delivery, we suggest providing a personal email address. If you choose to provide a work email address, we kindly ask that you notify us immediately if there are any changes in your employment status.
Address
No P.O. Boxes
Mailing Address
Contact Preference
What number should we contact?

 
Employer Information

Citizenship For Second Person
MM slash DD slash YYYY
If your government issued ID is a DL, you will not need to enter the information twice.
MM slash DD slash YYYY

Source of Account Funding

This section is applicable to any new client planning to open accounts. Please select multiple sources, if you are opening more than one account. What best describes the ongoing of funding the account you will be opening?
What best describes the ongoing of funding the account you will be opening?

Beneficiary Information

If you would like to provide additional contact information for beneficiaries, or would like to add a trust, you can provide us with that information at a later date.
Would you like to enter beneficiary information at this time?
I would like to add a trust as my beneficiary; please have Melinda contact me for the information.
Legal Name
Type of Beneficiary
What is your relationship to your beneficiary?
What percentage of your benefit would you like this beneficiary to receive?
Legal Name
Type of Beneficiary
What is your relationship to your beneficiary?
What percentage of your benefit would you like this beneficiary to receive?
Legal Name
Type of Beneficiary
What is your relationship to your beneficiary?
What percentage of your benefit would you like this beneficiary to receive?

Dependent Information

Do you have dependents?
Legal Name
Legal Name
Legal Name
Legal Name

Financial Contacts

To provide you with the best financial planning services, we require a complete overview of your financial life. As such, we ask you to provide us with the necessary contact information of your financial professionals. Please note that this section is for record-keeping purposes only and does not authorize us to contact or share information with these professionals without obtaining your written consent.
Do you want to add an estate planning attorney?
Do you need a referral lists of estate planning attorneys?
Name
Do you want to add an accountant/CPA?
Do you need a referral list of accountants/CPAs?
Name

Trusted Contact

When managing your finances, it's crucial to have a support system in place. One way to ensure this is by designating a trusted contact person who can step in and help you in an emergency or if you cannot make financial decisions on your own. Trusted contact could be a family member, friend, or other individual whom you feel comfortable confiding in. However, it is important to note that your trusted contact cannot be your financial advisor.
Do you want to add a trusted contact?
Legal Name
Mailing Address

Power Of Attorney Supplement

Do you have a power of attorney in force?
If you have a power of attorney in force, please answer YES to share the information for the individual possessing power of attorney. This form should not be used to appoint or supplement an advisor or advisor representative as power of attorney but is to notify us of relevant contact information.
Legal Name
MM slash DD slash YYYY
Address
No P.O. Boxes
Mailing Address
Contact Preference
What number should we contact?
Employment Status
Employer Street Address
Citizenship

Contact Info

Scarlet Oak Financial Services
2970 Clairmont Rd, Ste 940,
Brookhaven, GA 30329

800.871.1219

[email protected]

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Privacy Policy

SOFS ADV 2025

Faye Sykes ADV 2B 2025

Frances Newton Stacy ADV 2B 2025

CAAS FORM CRS 2025

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Disclaimer

Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration.

© 2025 Scarlet Oak Financial Services.

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  • Home
  • What We Do
    • For Insurance
    • For Wealth
    • For Retirement
    • For Education
    • For Business
    • For Personal Finances
    • For Tax Planning
    • For Estate Planning
    • For Everyone
  • About Us
    • Faye Sykes
    • Frances Newton Stacy
      • Frances Newton Stacy in the Press
    • Melinda Scaturro
    • Morgan Roopnarine
  • Education
    • Blog
      • Economic Updates
        • April 2025
        • May 2025
        • March 2025
        • In the News
      • Financial Planning
        • Investing
          • Investment Accounts
            • Individual Retirement Accounts (IRAs)
            • Employer Sponsored Retirement Accounts
            • Education Accounts
            • Healthcare Accounts
          • Investing Basics
        • Insurance
          • Life Insurance
          • Annuities
      • Personal Finance
        • Money Management
          • Budgeting
          • Saving
          • Debt
          • Career
          • Credit Score
          • Homeownership
          • Healthcare
          • Life Events
          • Taxes
        • Family Finances
          • Estate Planning
          • Educational Planning
        • Retirement
          • Social Security
      • Small Business
    • Videos
    • Events
  • Contact Us
    • Press
  • Client Portal
    • Existing Clients
      • Tax Center [2025]
      • Understanding How to Read Your Statements
      • How to Update Your Beneficiaries on Your LPL Accounts
    • New Clients
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