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AS

Anthony P. Scuderi

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CRD#: 1194487
AS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Anthony Paul Scuderi JR, who also goes by Anthony Paul Scuderi Jr., Anthony Paul Scuderi, Tony Scuderi, was a registered financial advisor .

Anthony is a previously registered financial advisor and started their career in finance in 1983. Anthony had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 10, Series 9 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anthony Paul Scuderi Jr. | Anthony Paul Scuderi | Tony Scuderi

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 25, 2011 - May 29, 2012

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
BOCA RATON, FL
Past

April 12, 2011 - May 29, 2012

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BOCA RATON, FL
Past

May 5, 2009 - January 11, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
BOCA RATON, FL
Past

April 30, 2009 - January 11, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BOCA RATON, FL
Past

July 31, 2007 - April 15, 2009

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
BOCA RATON, FL
Past

July 30, 2007 - April 15, 2009

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
BOCA RATON, FL
Past

April 4, 2005 - July 31, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
CORAL SPRINGS, FL
Past

March 18, 2005 - July 31, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
CORAL SPRINGS, FL
Past

January 3, 2000 - March 21, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
BOCA RATON, FL
Past

December 17, 1999 - March 21, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

May 14, 1999 - December 31, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

September 15, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

September 15, 1989 - October 28, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

September 21, 1983 - November 25, 1985

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/19/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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