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SP

Scot T. Pinto

C. L. KING & ASSOCIATES
ALBANY, NY 12207
Some features on this profile are disabled
CRD#: 2488809
SP

Professional summary


Scot Thomas Pinto, who also goes by Scot Pinto, is a registered financial professional currently at C. L. KING & ASSOCIATES, INC. located in Albany, New York.

Scot is registered as a RR (Registered Representative) and started their career in finance in 1994. Scot has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scot Pinto

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 Scot Thomas Pinto'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

March 9, 2005 - Present

C. L. KING & ASSOCIATES, INC.

Office #1: Nine Elk Street, Albany, NY 12207
BD
CRD#: 6183
ALBANY, NY
Past

July 15, 1999 - February 15, 2005

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
NEW YORK, NY
Past

March 18, 1999 - April 13, 1999

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

July 1, 1998 - April 9, 1999

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

May 23, 1994 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
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 Jersey
(12/14/2017)
RR
New York
(5/5/2005)
RR
Texas
(11/12/2015)
RR
Virginia
(11/12/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 10/6/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/2/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CL
C. L. KING & ASSOCIATES, INC.
C. L. KING & ASSOCIATES, INC.

CRD#: 6183 / SEC#: , 8-17025

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


Main Address
Nine Elk Street, Albany, NY 12207
Mailing Address
Nine Elk Street, Albany, NY 12207
Phone number
(518) 431-3555
Established
New York since 03/03/1972
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 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#
WEIR, CANDACE KINGPRESIDENT/DIRECTOR, CEO269796
WEIR, AMELIA FARLEYSHAREHOLDER1497338
WEIR, KATHERINE BROUSSARDSHAREHOLDER1497339
GIMON, RICHARD JAMESCHIEF COMPLIANCE OFFICER, DIRECTOR3217139
MCMILLEN, PETER JOHNCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER2061930
ZORIC, STEVENCOO4074487

Disclosures


Regulatory Event7
Arbitration2
Bond1

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


C. L. KING & ASSOCIATES, INC.

CRD#: 6183Albany, NY 12207

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