J Scott Savage
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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J Scott Savage, Scott Savage
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
THE PRIVATE CLIENT ADVISORY GROUP, LLC
Contact Information
Main Address
2517 Highway 35 Building L, Suite 100, Manasquan, NJ 08736Phone Number
(732) 702-2844# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
212AUM (Assets Under Management)
$57,933,925Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/28/2018)
(2/14/2018)
(3/10/2021)
(6/22/2023)
(2/14/2018)
(5/11/2021)
(2/14/2018)
(5/16/2021)
(2/14/2018)
(8/17/2021)
(2/14/2018)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1994About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Aug 2000About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view J Scott Savage's CRS (Customer Relationship Summary).
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