John Gilbert Saunders
Professional Summary
John Gilbert Saunders is a registered financial advisor currently at SCS ASSET MANAGEMENT, INC located in Lutz, Florida. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 3 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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
33 years in the financial services industry
Current & Past Employments
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Current Firm
SAUNDERS, COOK & SEARLE ASSET MANAGEMENT, CORP. | SCS ASSET MANAGEMENT, LLC | SCS ASSET MANAGEMENT, INC | SCS ASSET MANAGEMENT
Contact Information
Main Address
17872 Us Highway 41 N, Lutz, FL 33549Mailing Address
Po Box 719, Lutz, FL 33548Phone Number
(813) 875-5800# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
67AUM (Assets Under Management)
$30,204,182Similar Advisors
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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.
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State Registrations and Notice Filings
(1/20/2017)
(11/12/2004)
(5/9/2019)
(10/19/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Gilbert Saunders's CRS (Customer Relationship Summary).
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