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Scott Sharp Bird

CRD# 21827·Registered 1971 - 2020
Previously Registered: Being a previously registered professional could mean that Scott 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.

Professional Summary

Scott Sharp Bird was a registered financial advisor. Scott was a previously registered financial professional and started their career in finance 1971 - 2020. Scott had worked at 3 firms and has passed the Series 1 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

55 years in the financial services industry

Current & Past Employments

BIRD CAPITAL MANAGEMENT·CRD# 106210
RIA
Orinda, CA
January 1, 1994 - March 11, 2020
NEW ENGLAND SECURITIES·CRD# 615
BD
January 21, 1972 - May 26, 1994
LOOMIS SAYLES & CO INC·CRD# 1000001
BD
February 17, 1971 - September 24, 1971

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Current Firm

BC
BIRD CAPITAL MANAGEMENT

BIRD CAPITAL MANAGEMENT | BIRD SCOTT SHARP

CRD#: 106210 / SEC#: 801-45275

Contact Information

Main Address

Orinda, CA

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 1 — Registered Representative Examination

Passed Feb 1971

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CRS (Client Relationship Summary)

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

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