J S. Savage

THE PRIVATE CLIENT ADVISORY GROUP

PALMETTO, FL

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CRD#: 2529714

Professional summary

J Scott Savage, who also goes by Scott Savage, is a registered financial advisor currently at THE PRIVATE CLIENT ADVISORY GROUP, LLC located in Palmetto, Florida and LPL FINANCIAL LLC located in Palmetto, Florida.

J is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. J has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Savage

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.

1. 3/27/2019 - Zenith Marketing Group - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 03/12/2019 - 8 Hours Per Month/4 Hours During Securities Trading. 2. 3/24/2021 - The Private Client Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/12/2021 - 160 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through The Private Client Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Scott Savage's 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 10, 2021 - Present

THE PRIVATE CLIENT ADVISORY GROUP, LLC

RIA

CRD#: 311221

PALMETTO, FL

Current

February 14, 2018 - Present

LPL FINANCIAL LLC

RIA

CRD#: 6413

PALMETTO, FL

Past

February 14, 2018 - June 18, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

May 27, 2005 - February 14, 2018

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

toms river, NJ

Past

May 20, 2005 - February 14, 2018

INVEST FINANCIAL CORPORATION

CRD#: 12984

toms river, NJ

Past

October 20, 2004 - May 13, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

MANAHAWKIN, NJ

Past

October 20, 2004 - May 13, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

November 21, 2002 - October 20, 2004

QUICK & REILLY, INC.

RIA

CRD#: 11217

MANAHAWKIN, NJ

Past

August 7, 2000 - October 20, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

April 4, 1997 - August 7, 2000

FLEET ENTERPRISES, INC.

CRD#: 17434

NEW YORK, NY

Past

October 4, 1994 - April 18, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

October 4, 1994 - April 18, 1997

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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.

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

Delaware
(6/28/2018)

Florida
(2/14/2018)

IAR

Florida
(3/10/2021)

Georgia
(6/22/2023)

New Jersey
(2/14/2018)

IAR

New Jersey
(5/11/2021)

New York
(2/14/2018)

IAR

New York
(5/16/2021)

Pennsylvania
(2/14/2018)

IAR

Pennsylvania
(8/17/2021)

South Carolina
(2/14/2018)

Washington
(2/14/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2018

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/29/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/3/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/16/2000

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

THE PRIVATE CLIENT ADVISORY GROUP, LLC

CRD#: 311221 / SEC#: 801-120118

RIA

Registered Investment Advisory firm - (9/22/2021 Terminated)

Florida

Registered Investment Advisory firm - (9/17/2021 Approved)

Maryland

Registered Investment Advisory firm - (12/31/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (5/14/2021 Approved)

New York

Registered Investment Advisory firm - (6/4/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/17/2021 Approved)

Texas

Registered Investment Advisory firm - (10/17/2025 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (12/31/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736

Mailing Address

Phone number

(732) 702-2844

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 45,433,932

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.

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Advisor Monitoring

Firm Stability Insights

J S. Savage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Scott Savage's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

QUICK & REILLY, INC.

QUICK & REILLY, INC.

FLEET ENTERPRISES, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2018

Series 65

Date: 7/29/1998

Series 63

Date: 10/3/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/28/1997

Series 6

Date: 10/3/1994

Series 26

Date: 8/16/2000

FINRA

Current Firm

THE PRIVATE CLIENT ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE PRIVATE CLIENT ADVISORY GROUP, LLC

TRUST BUT VERIFY

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