Scott A. Grebenstein

FORESIGHT FINANCIAL SERVICES

Laurel, MD 20724

Some features on this profile are disabled

CRD#: 1507126

Professional summary

Scott Albert Grebenstein is a registered financial advisor currently at FORESIGHT FINANCIAL SERVICES, LLC located in Laurel, Maryland.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Scott has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, Series 99TO, SIE, Series 7, Series 27, Series 24, Series 53 and Series 4 exams.

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.

NAME OF BUSINESS: THE LUMBER COMPANY SPORTSCARDS, LLC | THIS BUSINESS IS NOT INVESTMENT RELATED | 131 LINDEN RIDGE ROAD, LAUREL, MD 20724 | PROVIDES ONLINE SALES OF SPORTS MEMORABILIA | OWNER | THIS BUSINESS IS UNRELATED TO FORESIGHT FINANCIAL SERVICES, LLC (OTHER THAN COMMON OWNERSHIP) | THIS LLC WAS FORMED IN JANUARY 2020 | TIME DEVOTED IS APPROXIMATELY TEN HOURS PER WEEK AND OUTSIDE OF TYPICAL BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Albert Grebenstein'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

March 22, 2021 - Present

FORESIGHT FINANCIAL SERVICES, LLC

Office #1: 131 Linden Ridge Road, Laurel, MD 20724

RIA

CRD#: 312958

Laurel, MD

Past

June 6, 2016 - February 23, 2021

MCLAUGHLIN RYDER INVESTMENTS, INC.

RIA

CRD#: 147529

ALEXANDRIA, VA

Past

November 11, 2010 - February 23, 2021

MCLAUGHLIN RYDER INVESTMENTS, INC.

CRD#: 147529

ALEXANDRIA, VA

Past

August 31, 2010 - November 12, 2010

COBURN & MEREDITH, INC.

RIA

CRD#: 164

SIMSBURY, CT

Past

August 31, 2010 - November 12, 2010

COBURN & MEREDITH, INC.

CRD#: 164

SIMSBURY, CT

Past

August 11, 2008 - February 17, 2010

M&T SECURITIES, INC.

RIA

CRD#: 17358

BALTIMORE, MD

Past

August 11, 2008 - February 17, 2010

M&T SECURITIES, INC.

CRD#: 17358

PIKESVILLE, MD

Past

September 17, 2007 - August 11, 2008

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

REISTERSTOWN, MD

Past

September 17, 2007 - August 11, 2008

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

REISTERSTOWN, MD

Past

March 31, 2004 - September 17, 2007

MERCANTILE BROKERAGE SERVICES, INC.

RIA

CRD#: 6784

REISTERSTOWN, MD

Past

December 4, 2003 - September 17, 2007

MERCANTILE BROKERAGE SERVICES, INC.

CRD#: 6784

REISTERSTOWN, MD

Past

October 31, 2003 - December 12, 2003

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

March 3, 1995 - October 31, 2003

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

July 23, 1986 - August 26, 1994

FERRIS, BAKER WATTS, LLC

CRD#: 285

BALTIMORE, MD

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/21/2024

General Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 3/21/2024

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 3/21/2024

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/21/2024

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 3/21/2024

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 3/21/2024

Registered Options Principal Examination

Current Firm

FORESIGHT FINANCIAL SERVICES, LLC

CRD#: 312958 / SEC#:

Maryland

Registered Investment Advisory firm - (3/22/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

131 Linden Ridge Road, Laurel, MD 20724

Mailing Address

Phone number

(301) 908-9639

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 4,515,859

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.

Similar Advisors

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott A. Grebenstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Albert Grebenstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCLAUGHLIN RYDER INVESTMENTS, INC.

MCLAUGHLIN RYDER INVESTMENTS, INC.

COBURN & MEREDITH, INC.

COBURN & MEREDITH, INC.

M&T SECURITIES, INC.

M&T SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERCANTILE BROKERAGE SERVICES, INC.

MERCANTILE BROKERAGE SERVICES, INC.

AMERITAS INVESTMENT COMPANY, LLC

THE ADVISORS GROUP, INC.

FERRIS, BAKER WATTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2016

Series 63

Date: 8/20/1986

Series 7TO

Date: 3/21/2024

Series 99TO

Date: 3/21/2024

SIE

Date: 10/1/2018

Series 7

Date: 7/19/1986

Series 27

Date: 3/21/2024

Series 24

Date: 3/21/2024

Series 53

Date: 3/21/2024

Series 4

Date: 3/21/2024

Current Firm

FORESIGHT FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORESIGHT FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors