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Scott A. Berta

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CRD#: 2170886
SB

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 Berta was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1991. Scott had worked at 14 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 6 and Series 24 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

January 7, 2004 - February 24, 2020

ARCHIPELAGO TRADING SERVICES, INC.

BD
CRD#: 15853
CHICAGO, IL
Past

August 7, 2002 - February 24, 2020

ARCHIPELAGO SECURITIES L.L.C.

BD
CRD#: 102500
CHICAGO, IL
Past

December 17, 2001 - August 7, 2002

WAVE SECURITIES, LLC

BD
CRD#: 43705
CHICAGO, IL
Past

November 8, 2001 - November 30, 2001

MELVIN SPECIALISTS, L.L.C.

BD
CRD#: 34945
CHICAGO, IL
Past

September 4, 2001 - October 8, 2001

MELVIN SECURITIES, L.L.C.

BD
CRD#: 29767
CHICAGO, IL
Past

February 6, 2001 - September 15, 2001

THE THIRD MARKET CORP.

BD
CRD#: 30181
CHICAGO, IL
Past

March 16, 1999 - February 9, 2001

MELVIN SECURITIES, L.L.C.

BD
CRD#: 29767
CHICAGO, IL
Past

August 3, 1998 - September 22, 1998

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

November 17, 1997 - August 11, 1998

MELVIN SECURITIES, L.L.C.

BD
CRD#: 29767
CHICAGO, IL
Past

October 12, 1994 - November 13, 1997

TRADETECH SECURITIES L.P.

BD
CRD#: 31131
CHICAGO, IL
Past

November 10, 1993 - October 31, 1994

REPUBLIC SECURITIES, INC.

BD
CRD#: 15043
Past

October 19, 1993 - October 28, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

January 13, 1993 - July 6, 1993

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

January 12, 1993 - June 23, 1993

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

August 26, 1991 - October 23, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

August 26, 1991 - October 23, 1992

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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: 12/3/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/8/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/23/2015
General Securities Principal Examination

Current Firm


AT
ARCHIPELAGO TRADING SERVICES, INC.
ARCHIPELAGO TRADING SERVICES, INC. | GLOBENET SECURITIES, INC. | FRAY MUNICIPAL SECURITIES, INC. | CORPORATE CAPITAL SECURITIES, INC.

CRD#: 15853 / SEC#: , 8-33180

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


Main Address
353 North Clark Street Suite 3200, Chicago, IL 60654
Mailing Address
353 North Clark Street Suite 3200, Chicago, IL 60654
Phone number
(312) 836-6700
Established
Florida since 09/07/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
NYSE GROUP, INC.HOLDING COMPANY
KNIGHT, JOHN CHARLESCHIEF COMPLIANCE OFFICER5187603
SCADDEN, BARRY SCOTTEXECUTIVE PRINCIPAL2400877
THOMASSON, SEAN JOSEPHFINANCIAL AND OPERATIONS PRINCIPAL5124423
TOBIN, BRYAN THOMASSUPERVISORY PRINCIPAL5232664

Disclosures


Regulatory Event5

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


ARCHIPELAGO TRADING SERVICES, INC.

CRD#: 15853

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