Scott A. Morrison

ALPHACORE CAPITAL

PETERSBURG, FL

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CRD#: 1878820

Professional summary

Scott Anthony Morrison is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in Petersburg, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 82, Series 7 and Series 3 exams.

At a Glance

Always Fiduciary

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.

GOMO PROPERTIES LLC.,PO BOX 135, LITTLE COMPTON, RI 02837. PRESIDENT, NON INVESTMENT-RELATED. COMPENSATION THROUGH THE BUILD UP OF EQUITY.TYPICALLY 5 HRS. PER MONTH AND HOURS ARE DURING REGULAR BUSINESS HOURS. RESIDENTIAL INVESTMENT REAL ESTATE. DUTIES INCLUDE PAYING BILLS, DEPOSIT OF RENT CHECKS AND BOOK KEEPING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Anthony Morrison'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

August 7, 2026 - Present

ALPHACORE CAPITAL LLC

Office #2: 3913 Main Rd, Tiverton, RI 02878

RIA

CRD#: 174346

PETERSBURG, FL

Past

February 16, 2016 - August 3, 2026

BRAVE FAMILY ADVISORS

RIA

CRD#: 108512

St Petersburg, FL

Past

August 5, 2014 - November 16, 2015

STILLPOINT CAPITAL, LLC

CRD#: 133146

TAMPA, FL

Past

October 10, 2000 - December 31, 2002

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

February 19, 1997 - October 10, 2000

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

January 31, 1996 - January 30, 1997

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

October 27, 1988 - July 16, 1990

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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".

ALPHACORE CAPITAL LLC

ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS

CRD#: 174346 / SEC#: 801-108468

RIA

Registered Investment Advisory firm - (9/28/2016 Approved)

California

Registered Investment Advisory firm - (11/9/2016 Terminated)

Illinois

Registered Investment Advisory firm - (9/28/2016 Terminated)

Indiana

Registered Investment Advisory firm - (10/13/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Rhode Island
(8/7/2026)

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

State Security Law Exam

IAR

Series 65

Date: 1/12/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/16/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 82

Date: 8/5/2014

Limited Representative-Private Securities Offerings

General Industry/Product Exam

Series 7

Date: 11/16/1995

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 9/8/1993

National Commodity Futures Examination

Current Firm

ALPHACORE CAPITAL LLC

ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS

CRD#: 174346 / SEC#: 801-108468

RIA

Registered Investment Advisory firm - (9/28/2016 Approved)

California

Registered Investment Advisory firm - (11/9/2016 Terminated)

Illinois

Registered Investment Advisory firm - (9/28/2016 Terminated)

Indiana

Registered Investment Advisory firm - (10/13/2016 Terminated)

PREMIUM

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Contact information

Main Address

1200 Prospect St Suite 200, La Jolla, CA 92037

Mailing Address

Phone number

(858) 875-4100

Established

Firm type

Fiscal year end

# of Employees

111

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALPHACORE CAPITAL FORM ADV PART 2A-FEB 2026 (2/11/2026)

ALPHACORE FORM ADV PART 2A-FEB 2026 (2/6/2026)

Regulatory assets under management

Total Number of Accounts	11,152
AUM (Assets Under Management)	$ 9,028,614,790

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Scott A. Morrison

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Anthony Morrison's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRAVE FAMILY ADVISORS

STILLPOINT CAPITAL, LLC

CREDIT SUISSE SECURITIES (USA) LLC

PERSHING LLC

MORGAN STANLEY & CO. LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

ALPHACORE CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2016

Series 63

Date: 8/5/2014

SIE

Date: 11/16/2015

Series 82

Date: 8/5/2014

Series 7

Date: 11/16/1995

Series 3

Date: 9/8/1993

Current Firm

ALPHACORE CAPITAL LLC

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALPHACORE CAPITAL LLC

TRUST BUT VERIFY

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