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SA

Scott A. Ackerman

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CRD#: 1854003
SA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Alan Ackerman was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1992. Scott had worked at 7 firms and has passed the Series 63, SIE, Series 55 and Series 7 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 27, 2017 - June 6, 2018

GLOBAL ALLIANCE SECURITIES LLC

BD
CRD#: 167164
Greenwich, CT
Past

July 26, 2011 - April 28, 2016

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

June 29, 2010 - July 21, 2011

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

April 29, 2002 - June 29, 2010

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

August 12, 1996 - May 3, 2002

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 30, 1995 - June 10, 1996

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

October 19, 1994 - June 6, 1995

NATWEST SECURITIES CORPORATION

BD
CRD#: 18238
NEW YORK, NY
Past

February 12, 1992 - August 30, 1994

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/12/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/26/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


GA
GLOBAL ALLIANCE SECURITIES LLC
GLOBAL ALLIANCE SECURITIES LLC

CRD#: 167164 / SEC#: , 8-69244

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
2464 Darts Cove Way, Charleston (mt. Pleasant), SC 29466
Mailing Address
2464 Darts Cove Way, Charleston (mt. Pleasant), SC 29466
Phone number
(212) 878-6500
Established
South Carolina since 01/17/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
O'SHEA, JENNIFER LYNNPRESIDENT AND CEO5632731
OSHEA, JOHN PATRICKEXECUTIVE CHAIRMAN, COO, CCO1067536
CAMPBELL, ROBERTFINOP, PFO, POO1349154

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


GLOBAL ALLIANCE SECURITIES LLC

CRD#: 167164

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