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Scott John Savage

SJS INVESTMENT SERVICES
SYLVANIA, OH
·CRD# 1534598·40 years experience

Professional Summary

Scott John Savage is a registered financial advisor currently at SJS INVESTMENT SERVICES located in Sylvania, Ohio. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Scott has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

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

SJS INVESTMENT SERVICES·CRD# 107219
RIA
6711 Monroe Street Building V, Sylvania, OH 43560
January 1, 2000 - Present
SMH CAPITAL INVESTMENTS LLC·CRD# 24535
BD
Ft. Worth, TX
October 18, 1996 - October 24, 2003
CONTINENTAL CAPITAL SECURITIES, INC·CRD# 14635
BD
Sylvania, OH
July 23, 1986 - October 25, 1996

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Current Firm

SI
SJS INVESTMENT SERVICES

SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES

CRD#: 107219 / SEC#: 801-49585
RIA
Registered Investment Advisory firm - SEC (7/3/1995 Approved)

Contact Information

Main Address

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560

Phone Number

(419) 885-2626

# of Employees

26

SEC notice filing (20 States and Territories)

Registered to provide investment advisory services in 20 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AS OF JUNE 2026 (6/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,006

AUM (Assets Under Management)

$2,937,122,207

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/21/2026Cover PageReport
03/13/2025Cover PageReport
01/25/2024Cover PageReport

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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.

INSURANCE AGENT FOR SJS INVESTMENT MANGAGEMENT, LLC - AN INSURANCE AGENCY IN THE STATE OF OHIO. SAME ADDRESS AS SJS INVESTMENT CONSULTING. SINCE 11/08.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SJS INVESTMENT SERVICES

SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES

CRD#: 107219 / SEC#: 801-49585
RIA
Registered Investment Advisory firm - SEC (7/3/1995 Approved)

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.
IAR
Ohio
(1/1/2000)

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

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 Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1986About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jul 1986About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 1987About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Scott John Savage's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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