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GS

Gary M. Scarboro

SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC
New York, NY 10006
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CRD#: 1288421
GS

Professional summary


Gary Misa Scarboro is a registered financial advisor currently at SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC located in New York, New York and SPARTAN CAPITAL SECURITIES, LLC located in New York, New York.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Gary has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view Gary Misa Scarboro's CRS (Customer Relationship Summary).

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


Current

January 5, 2022 - Present

SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC

Office #1: 45 Broadway 19th Floor, New York, NY 10006
RIA
CRD#: 154632
New York, NY
Current

June 3, 2011 - Present

SPARTAN CAPITAL SECURITIES, LLC

Office #1: 45 Broadway 19th Floor, New York, NY 10006
BD
CRD#: 146251
New York, NY
Past

November 21, 2019 - December 31, 2021

SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC

RIA
CRD#: 154632
NEW YORK, NY
Past

December 11, 2008 - August 3, 2009

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

September 9, 2003 - December 5, 2006

COLUMBUS ADVISORY GROUP, LTD.

BD
CRD#: 126331
NEW YORK, NY
Past

January 3, 2003 - September 9, 2003

COMMERCE ONE FINANCIAL INC.

BD
CRD#: 100340
SYOSSET, NY
Past

April 12, 1999 - August 11, 2000

W.J. NOLAN & COMPANY, INC.

BD
CRD#: 16465
NEW YORK, NY
Past

October 31, 1997 - December 5, 1997

THE THERMOPYLAE GROUP, INC.

BD
CRD#: 3059
NEW YORK, NY
Past

July 31, 1997 - September 20, 1997

SHAMUS GROUP, INC.

BD
CRD#: 5036
Past

August 16, 1996 - November 22, 1996

GLOBAL EQUITIES GROUP INC

BD
CRD#: 34039
NEW YORK, NY
Past

June 26, 1996 - July 3, 1996

A. R. BARON & CO., INC.

BD
CRD#: 29285
NEW YORK, NY
Past

November 17, 1993 - August 29, 1994

AMERICORP SECURITIES, INC.

BD
CRD#: 30405
NEW YORK, NY

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/3/2011)
RR
Florida
(4/26/2016)
RR
Kentucky
(6/3/2011)
RR
Maine
(6/6/2011)
IAR
New Jersey
(1/5/2022)
RR
New York
(6/3/2011)
RR
Texas
(4/29/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/11/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SC
SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC
SCS ADVISORY SERVICES LLC. | SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC

CRD#: 154632 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/5/2022 Approved)
New Jersey
Registered Investment Advisory firm - (1/4/2022 Approved)
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Contact information


Main Address
45 Broadway 19th Floor, New York, NY 10006
Mailing Address
Phone number
(212) 293-0123
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts20
AUM (Assets Under Management)$ 6,741,000

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


SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC

CRD#: 154632New York, NY 10006

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