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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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SV

Scott V. Valenti

FORGE CAPITAL
SARASOTA, FL
Some features on this profile are disabled
CRD#: 2579238
SV

Professional summary

Scott Vincent Valenti, who also goes by Scott V Place, Scott V Valenti, is a registered financial advisor currently at FORGE CAPITAL located in Sarasota, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Scott has worked at 15 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Scott V Place | Scott V Valenti

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 Vincent Valenti'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

January 21, 2026 - Present

FORGE CAPITAL

RIA
CRD#: 338993
SARASOTA, FL
Past

June 12, 2024 - January 14, 2026

STIRLINGSHIRE INVESTMENTS

RIA
CRD#: 327779
Sarasota, FL
Past

January 19, 2024 - January 14, 2026

STIRLINGSHIRE INVESTMENTS

BD
CRD#: 310576
NEW YORK CITY, NY
Past

July 20, 2023 - November 2, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
AVENTURA, FL
Past

August 16, 2012 - June 3, 2014

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
PHOENIX, AZ
Past

August 7, 2012 - June 3, 2014

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
PHOENIX, AZ
Past

September 3, 2010 - August 6, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
SURPRISE, AZ
Past

August 31, 2010 - August 6, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SURPRISE, AZ
Past

December 13, 2007 - October 29, 2009

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

December 10, 2007 - October 29, 2009

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

June 5, 2007 - October 15, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN ANTONIO, TX
Past

July 5, 2006 - May 11, 2007

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
SAN ANTONIO, TX
Past

May 5, 2006 - May 11, 2007

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
SAN ANTONIO, TX
Past

June 16, 2000 - April 24, 2001

PRESTON LANGLEY ASSET MANAGEMENT, INC.

BD
CRD#: 35733
NEW YORK, NY
Past

January 10, 2000 - May 22, 2000

MASON HILL & CO., INC.

BD
CRD#: 38308
NEW YORK, NY
Past

March 8, 1999 - January 24, 2000

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

February 3, 1999 - February 25, 1999

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
Past

June 30, 1998 - February 9, 1999

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

August 14, 1997 - July 1, 1998

FIRST COLONIAL SECURITIES

BD
CRD#: 25121
BOCA RATON, FL
Past

April 3, 1996 - July 10, 1997

WILLIAM SCOTT & CO. L.L.C.

BD
CRD#: 14979
UNION, NJ

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
Florida
(1/21/2026)
IAR
Texas
(2/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/1/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/10/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/20/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/4/2006
General Securities Representative Examination

Current Firm

FC
FORGE CAPITAL
EIGHTH CAPITAL GROUP, LLC | FORGE CAPITAL

CRD#: 338993 / SEC#:

Florida
Registered Investment Advisory firm - (1/21/2026 Approved)
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Contact information

Main Address
Sarasota, FL
Mailing Address
Phone number
(973) 489-7732
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

FORGE CAPITAL

CRD#: 338993Sarasota, FL

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