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SD

Scott A. Davey

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CRD#: 1232838
SD

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.

Scott Arthur Davey, who also goes by Scott Davey, was a registered financial advisor .

Scott is a previously registered financial advisor and started their career in finance in 1984. Scott had worked at 8 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Davey

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

February 25, 2004 - September 13, 2005

PRESIDIO CAPITAL ADVISORS, LLC

BD
CRD#: 116284
SAN FRANCISCO, CA
Past

January 16, 2001 - March 1, 2004

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
SAN FRANCISCO, CA
Past

January 13, 2001 - March 1, 2004

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

February 11, 1992 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

April 20, 1990 - February 14, 1992

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

February 15, 1988 - May 8, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 1, 1985 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

February 20, 1984 - January 31, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 6/21/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PC
PRESIDIO CAPITAL ADVISORS, LLC
INNOVENT SECURITIES GROUP, LLC | PRESIDIO CAPITAL ADVISORS, LLC

CRD#: 116284 / SEC#: , 8-53539

BD
Terminated by SEC on 11/06/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/05/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRESIDIO FINANCIAL PARTNERS LLCHOLDING COMPANY
COBB, BRODIE LYLEPRESIDENT2286448
SQUIER, ROGER WILLIAMSCFO/FINOP1259540
WALLACE, KENNETH CARROLL JRROSFP832679
ZLOT, JEFFREY LOUISCHIEF COMPLIANCE OFFICER2732355

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


PRESIDIO CAPITAL ADVISORS, LLC

CRD#: 116284

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