Gerard Scarpati
Professional Summary
Gerard Scarpati, who also goes by Gerard Nmn Scarpati, Jerry Scarpati, is a registered financial advisor currently at FS INVESTMENT SOLUTIONS, LLC located in Philadelphia, Pennsylvania and VIGILANT DISTRIBUTORS, LLC located in Chadds Ford, Pennsylvania. Gerard is registered as a RR (Registered Representative) and started their career in finance in 1993. Gerard has worked at 11 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gerard Nmn Scarpati, Jerry Scarpati
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
M2O PRIVATE FUND ADVISORS LLC
Contact Information
Main Address
1 North Lexington Ave Suite 500, White Plains, NY 10601Mailing Address
1 North Lexington Ave Suite 500, White Plains, NY 10601Phone Number
(914) 368-9795Established
New York since 05/26/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gerard Scarpati's CRS (Customer Relationship Summary).
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