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SW

Scott A. Weisman

ETICO PARTNERS
White Plains, NY
Some features on this profile are disabled
CRD#: 2367813
SW

Professional summary


Scott Alan Weisman, who also goes by Scott A Weisman, is a registered financial professional currently at ETICO PARTNERS, LLC located in White Plains, New York.

Scott is registered as a RR (Registered Representative) and started their career in finance in 1993. Scott has worked at 8 firms and has passed the Series 63, Series 52TO, Series 79TO, SIE, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott A Weisman

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) - BD


Click below to view Scott Alan Weisman'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

January 29, 2018 - Present

ETICO PARTNERS, LLC

BD
CRD#: 122481
White Plains, NY
Past

August 1, 2016 - May 25, 2017

TRIAD SECURITIES CORP

BD
CRD#: 11363
NEW YORK, NY
Past

February 22, 2012 - December 9, 2014

OLYMPUS SECURITIES, LLC

BD
CRD#: 114050
NEW YORK, NY
Past

October 15, 2010 - February 22, 2012

HALCYON CABOT PARTNERS, LTD.

BD
CRD#: 32664
NEW YORK, NY
Past

April 22, 2009 - October 22, 2010

PICKWICK CAPITAL PARTNERS, LLC

BD
CRD#: 130672
WHITE PLAINS, NY
Past

July 2, 2003 - May 2, 2007

MCGINN, SMITH & CO., INC.

BD
CRD#: 8453
NEW YORK, NY
Past

June 24, 1999 - January 24, 2003

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

November 11, 1993 - July 1, 1999

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(1/29/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 11/27/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EP
ETICO PARTNERS, LLC
ETICO PARTNERS, LLC | M.J. WHITMAN LLC

CRD#: 122481 / SEC#: , 8-65500

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


Main Address
19 Railroad Pl, Ste 202, Saratoga Springs, NY 12866
Mailing Address
19 Railroad Pl, Ste 202, Saratoga Springs, NY 12866
Phone number
(518) 348-0060
Established
Delaware since 05/15/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ETICO FINANCIAL LLCEQUITY HOLDER OF ETICO PARTNERS, LLC
GILBERT, JOSHUA TYLERCCO6578136
KRIEWALD, JESSICAFINOP
LEO, JOSEPH ALBERTEXECUTIVE VP4988004
SANFILIPPO, ANTHONY MARKROSFP865272
WEISMAN, SCOTT ALANCEO2367813

Disclosures


Regulatory Event1

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


ETICO PARTNERS, LLC

CRD#: 122481White Plains, NY

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