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Scott W. Coyle

CLICK CAPITAL MARKETS
Scottsdale, AZ 85260
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CRD#: 1512382
SC

Professional summary


Scott William Coyle is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Scott William Coyle'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

October 30, 2014 - Present

CLICK CAPITAL MARKETS

Office #1: 9835 E Bell Road Suite 110, Scottsdale, AZ 85260Office #2: 9835 E Bell Road Suite 110, Scottsdale, AZ 85260
BD
CRD#: 168376
Scottsdale, AZ
Past

February 8, 2011 - January 3, 2012

GIRARD SECURITIES, INC.

BD
CRD#: 18697
SAN DIEGO, CA
Past

July 7, 2008 - September 14, 2010

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
SCOTTSDALE, AZ
Past

July 30, 2003 - September 14, 2010

GIRARD SECURITIES, INC.

BD
CRD#: 18697
SCOTTSDALE, AZ
Past

October 18, 2000 - August 5, 2003

PEACOCK, HISLOP, STALEY & GIVEN, INC.

BD
CRD#: 21477
PHOENIX, AZ
Past

January 22, 1999 - October 17, 2000

PARADISE VALLEY SECURITIES, INC.

BD
CRD#: 18501
PHOENIX, AZ
Past

August 25, 1994 - January 5, 1999

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

April 27, 1992 - August 13, 1994

FRANKLIN-LORD, INC.

BD
CRD#: 6756
SCOTTSDALE, AZ
Past

September 21, 1987 - April 29, 1992

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

August 21, 1986 - September 16, 1987

FIRST ARIZONA INVESTMENT SECURITIES, INC.

BD
CRD#: 16602

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(11/14/2014)
RR
New York
(9/25/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/24/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
CLICK IPO HOLDINGS, LLCSOLE MEMBER
BASKETT, ERINFINOP/ CFO4538604
BEVAUN, MARLONFINOP6259795
COYLE, SCOTT WILLIAMCHIEF EXECUTIVE OFFICER1512382
MERINGOLO, THOMAS NMNCCO4192542
SHAW, BRADLEY THOMASDIRECTOR OF BROKER DEALER OPERATIONS2067034

Red Flags


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Company Information


CLICK CAPITAL MARKETS

CRD#: 168376Scottsdale, AZ 85260

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