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Scott Nasca

GENERATION CAPITAL MANAGEMENT LLC
Pittsford, NY 14534
Some features on this profile are disabled
CRD#: 2356676
SN

Professional summary

Scott Nasca is a registered financial advisor currently at GENERATION CAPITAL MANAGEMENT LLC located in Pittsford, New York.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Scott has worked at 1 firm and has passed the Series 3 and Series 2 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Nasca'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

August 17, 2021 - Present

GENERATION CAPITAL MANAGEMENT LLC

Office #1: 1163 Pittsford-victor Road #100, Pittsford, NY 14534
RIA
CRD#: 128523
Pittsford, 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".
GC
GENERATION CAPITAL MANAGEMENT LLC
GENERATION CAPITAL MANAGEMENT LLC

CRD#: 128523 / SEC#: 801-70216

RIA
Registered Investment Advisory firm - (6/5/2009 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
New York
(8/17/2021)

Exams

General Industry/Product Exam
RR
Series 3
Date: 6/5/2009
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 2
Date: 4/6/1993
Non-Member General Securities Examination

Current Firm

GC
GENERATION CAPITAL MANAGEMENT LLC
GENERATION CAPITAL MANAGEMENT LLC

CRD#: 128523 / SEC#: 801-70216

RIA
Registered Investment Advisory firm - (6/5/2009 Approved)
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Contact information

Main Address
1163 Pittsford-victor Road #100, Pittsford, NY 14534
Mailing Address
Phone number
(585) 232-8560
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts406
AUM (Assets Under Management)$ 1,029,554,376

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

GENERATION CAPITAL MANAGEMENT LLC

CRD#: 128523Pittsford, NY 14534

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