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Scott William Coyle

CLICK CAPITAL MARKETS
Scottsdale, AZ
·CRD# 1512382·40 years experience

Professional Summary

Scott William Coyle is a registered financial advisor currently at CLICK CAPITAL MARKETS located in Scottsdale, Arizona. Scott is registered as a RR (Registered Representative) and started their career in finance in 1986. Scott has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

CLICK CAPITAL MARKETS·CRD# 168376
BD
1. 9835 E Bell Road Suite 110, Scottsdale, AZ 852602. 9835 E Bell Road Suite 110, Scottsdale, AZ 85260
October 30, 2014 - Present
GIRARD SECURITIES, INC.·CRD# 18697
BD
San Diego, CA
February 8, 2011 - January 3, 2012
GIRARD SECURITIES, INC.·CRD# 18697
RIA
Scottsdale, AZ
July 7, 2008 - September 14, 2010
GIRARD SECURITIES, INC.·CRD# 18697
BD
Scottsdale, AZ
July 30, 2003 - September 14, 2010
PEACOCK, HISLOP, STALEY & GIVEN, INC.·CRD# 21477
BD
Phoenix, AZ
October 18, 2000 - August 5, 2003
PARADISE VALLEY SECURITIES, INC.·CRD# 18501
BD
Phoenix, AZ
January 22, 1999 - October 17, 2000
SPELMAN & CO., INC.·CRD# 10232
BD
Phoenix, AZ
August 25, 1994 - January 5, 1999
FRANKLIN-LORD, INC.·CRD# 6756
BD
Scottsdale, AZ
April 27, 1992 - August 13, 1994
SCHNEIDER SECURITIES, INC.·CRD# 16434
BD
Denver, CO
September 21, 1987 - April 29, 1992
FIRST ARIZONA INVESTMENT SECURITIES, INC.·CRD# 16602
BD
August 21, 1986 - September 16, 1987

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Current Firm

CC
CLICK CAPITAL MARKETS

ASTON DIEL HOLDINGS, LLC | CLICKIPO | CLICK IPO, LLC | CLICK IPO SECURITIES, LLC | CLICK CAPITAL MARKETS | ASTON DIEL SECURITIES, LLC

CRD#: 168376 / SEC#: 8-69304
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

9835 E Bell Road Suite 110, Scottsdale, AZ 85260

Mailing Address

Po Box 21154, Mesa, AZ 85277

Phone Number

(602) 633-4513

Established

Arizona since 06/28/2013

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (2 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CLICK IPO HOLDINGS, LLCSOLE MEMBER—
BEVAUN, MARLONFINOP6259795
COYLE, SCOTT WILLIAMCHIEF EXECUTIVE OFFICER1512382
MERINGOLO, THOMAS NMNCCO4192542
SHAW, BRADLEY THOMASDIRECTOR OF BROKER DEALER OPERATIONS2067034

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(11/14/2014)
RR
New York
(9/25/2017)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2008About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1986About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1986About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Oct 2014About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Scott William Coyle's CRS (Customer Relationship Summary).

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