AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SK

Scott J. Kurland

CEROS FINANCIAL SERVICES
New York, NY 10017
Some features on this profile are disabled
CRD#: 1878506
SK

Professional summary


Scott Jeffrey Kurland, who also goes by Scott Kurland, is a registered financial professional currently at CEROS FINANCIAL SERVICES, INC. located in New York, New York.

Scott is registered as a RR (Registered Representative) and started their career in finance in 1988. Scott has worked at 22 firms and has passed the Series 63, Series 65, Series 82TO, SIE, Series 7, Series 62 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Kurland

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 Jeffrey Kurland's CRS (Customer Relationship Summary).
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

September 19, 2025 - Present

CEROS FINANCIAL SERVICES, INC.

Office #1: 295 Madison Ave. Suite 1102, New York, NY 10017
BD
CRD#: 37869
New York, NY
Past

September 19, 2017 - November 1, 2018

SPENCER CLARKE LLC

BD
CRD#: 41316
NORTH MIAMI, FL
Past

January 12, 2017 - June 28, 2017

OSPREY PARTNERS LLC

BD
CRD#: 38122
WESTPORT, CT
Past

March 29, 2013 - August 16, 2013

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
RED BANK, NJ
Past

December 19, 2012 - April 4, 2013

FELIX INVESTMENTS LLC

BD
CRD#: 148441
UPPER SADDLE RIVER, NJ
Past

September 15, 2011 - December 18, 2012

PORTFOLIO ADVISORS ALLIANCE, LLC

BD
CRD#: 101680
NEW YORK, NY
Past

May 23, 2011 - October 18, 2011

LAMPERT CAPITAL MARKETS INC.

BD
CRD#: 103725
NY, NY
Past

March 18, 2010 - May 24, 2011

EMERSON EQUITY LLC

BD
CRD#: 130032
TARRYTOWN, NY
Past

July 16, 2009 - January 12, 2010

LANE CAPITAL MARKETS LLC

BD
CRD#: 115358
GREENWICH, CT
Past

October 1, 2007 - August 4, 2009

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
STAMFORD, CT
Past

September 27, 2007 - August 4, 2009

OPPENHEIMER & CO. INC.

BD
CRD#: 249
STAMFORD, CT
Past

April 19, 2006 - October 1, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ARMONK, NY
Past

April 19, 2006 - October 1, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ARMONK, NY
Past

February 17, 2006 - March 31, 2006

CAPITAL GROWTH FINANCIAL, LLC

RIA
CRD#: 41040
NEW YORK, NY
Past

February 13, 2006 - March 31, 2006

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
NEW YORK, NY
Past

October 25, 2004 - February 13, 2006

TRAUTMAN WASSERMAN & COMPANY, INC.

BD
CRD#: 33007
NEW YORK, NY
Past

January 3, 2004 - October 21, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WAYNE, NJ
Past

December 17, 2003 - October 21, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 4, 2002 - December 5, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

June 28, 2001 - February 8, 2002

CORINTHIAN PARTNERS, L.L.C.

BD
CRD#: 38912
NEW YORK, NY
Past

June 3, 1992 - July 17, 2001

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

October 29, 1991 - April 2, 1992

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

May 21, 1991 - November 5, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

June 15, 1989 - May 23, 1991

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

March 16, 1989 - May 9, 1989

ALLEGIANCE SECURITIES, INC.

BD
CRD#: 16213
Past

September 27, 1988 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670
HAUPPAGUE, NY

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
(10/17/2025)
RR
California
(10/2/2025)
RR
Colorado
(11/7/2025)
RR
Connecticut
(10/27/2025)
RR
Florida
(10/2/2025)
RR
Idaho
(11/6/2025)
RR
Maryland
(10/10/2025)
RR
Montana
(11/12/2025)
RR
Nevada
(10/6/2025)
RR
New Jersey
(10/6/2025)
RR
New York
(10/5/2025)
RR
Texas
(10/2/2025)
RR
Utah
(10/24/2025)
RR
Washington
(10/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 9/2/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/30/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 9/19/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 9/26/1988
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/11/1999
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


CF
CEROS FINANCIAL SERVICES, INC.
ASSET MANAGEMENT SERVICES | FORTE CAPITAL GROUP | CEROS FINANCIAL SERVICES, INC. | CEROS FINANCIAL ADVISORS | CEROS CAPITAL MARKETS | CEROS BROKER SERVICE, INC. | ATLANTIC PARTNERS

CRD#: 37869 / SEC#: , 8-47955

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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
1445 Research Boulevard Suite 530, Rockville, MD 20850
Mailing Address
1445 Research Boulevard Suite 530, Rockville, MD 20850
Phone number
(866) 842-3356
Established
Massachusetts since 09/30/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
DGB HOLDINGS, LLCOWNER
AYERS-RIGSBY, MARY CATHERINEPRESIDENT830349
GOLDWASSER, MARK HARRYCEO1334008
GREENE, JON CHRISTOPHERROSFP3202524
HOLLAND, ANGELA LYNNETTECHIEF COMPLIANCE OFFICER3166586
POWELL, KIM ULMANCHIEF FINANCIAL OFFICER6244231
WILSON, DANIELAMLCO6763074

Disclosures


Regulatory Event4

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


CEROS FINANCIAL SERVICES, INC.

CRD#: 37869New York, NY 10017

TRUST BUT VERIFY

Monitor Scott Kurland

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics