Scott A. Morrison

BRAVE FAMILY ADVISORS

St Petersburg, FL

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CRD#: 1878820

Professional summary

Scott Anthony Morrison is a registered financial advisor currently at BRAVE FAMILY ADVISORS located in St Petersburg, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Scott has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 82, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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

February 16, 2016 - Present

BRAVE FAMILY ADVISORS

Office #2: 3913, Tiverton, RI 02878

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".

BRAVE FAMILY ADVISORS

BRAVE ASSET MANAGEMENT, INC. | BRAVE FAMILY ADVISORS

CRD#: 108512 / SEC#: 801-42617

RIA

Registered Investment Advisory firm - (10/29/1992 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.

Highlighted states indicate IAR registrations

IAR

Florida
(5/15/2025)

IAR

Rhode Island
(2/16/2016)

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

BRAVE FAMILY ADVISORS

BRAVE ASSET MANAGEMENT, INC. | BRAVE FAMILY ADVISORS

CRD#: 108512 / SEC#: 801-42617

RIA

Registered Investment Advisory firm - (10/29/1992 Approved)

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Contact information

Main Address

47 Summit Avenue, Summit, NJ 07901

Mailing Address

Phone number

(908) 522-8822

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRAVE ASSET MANAGEMENT, INC. (3/21/2025)

Regulatory assets under management

Total Number of Accounts	882
AUM (Assets Under Management)	$ 542,786,417

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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Firm Stability Insights

Scott A. Morrison

Professional summary

Question & Answer

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

STILLPOINT CAPITAL, LLC

CREDIT SUISSE SECURITIES (USA) LLC

PERSHING LLC

MORGAN STANLEY & CO. LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

BRAVE FAMILY ADVISORS

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

BRAVE FAMILY ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRAVE FAMILY ADVISORS

TRUST BUT VERIFY

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