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SD

Scott A. Daspin

TRIAD SECURITIES CORP
New York, NY 10006-9401
Some features on this profile are disabled
CRD#: 2580096
SD

Professional summary


Scott A Daspin, who also goes by Scott Daspin, is a registered financial professional currently at TRIAD SECURITIES CORP located in New York, New York.

Scott is registered as a RR (Registered Representative) and started their career in finance in 1995. Scott has worked at 10 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Daspin

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 A Daspin'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

April 6, 2017 - Present

TRIAD SECURITIES CORP

Office #1: 111 Broadway 11th Floor, New York, NY 10006-9401
BD
CRD#: 11363
New York, NY
Past

May 5, 2016 - April 3, 2017

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

April 15, 2015 - April 7, 2016

TRIAD SECURITIES CORP

BD
CRD#: 11363
NEW YORK, NY
Past

January 8, 2007 - October 20, 2014

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

November 17, 2006 - July 29, 2008

G-TRADE SERVICES LLC

BD
CRD#: 140314
NEW YORK, NY
Past

May 3, 2004 - November 16, 2006

PERSHING LLC

BD
CRD#: 7560
NEW YORK, NY
Past

January 2, 2004 - May 10, 2004

BNY DIRECT EXECUTION INC.

BD
CRD#: 29598
NEW YORK, NY
Past

February 25, 2002 - December 19, 2003

BNY CLEARING SERVICES LLC

BD
CRD#: 15879
MILWAUKEE, WI
Past

March 28, 2000 - February 12, 2002

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

December 1, 1999 - March 21, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 7, 1995 - December 3, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
California
(10/3/2019)
RR
Colorado
(2/26/2021)
RR
Florida
(10/3/2019)
RR
Illinois
(2/25/2021)
RR
New Jersey
(10/28/2025)
RR
New York
(4/6/2017)
RR
Texas
(12/7/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/3/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 5/9/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TS
TRIAD SECURITIES CORP
TRIAD SECURITIES CORP

CRD#: 11363 / SEC#: , 8-20930

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


Main Address
111 Broadway 11th Floor, New York, NY 10006-9401
Mailing Address
111 Broadway 11th Floor, New York, NY 10006-9401
Phone number
(212) 349-8060
Established
New York since 07/13/1976
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (42 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#
KEVIN M. SCHULTZ 2020 GST EXEMPT TRUSTSHAREHOLDER
ARTICLE 6TH TRUST UW RICHARD SCHULTZ, JUDITH SCHULTZ TTEESHAREHOLDER
CYNTHIA HORNIG 2011 GST EXEMPT TRUST U/D 8/10/2011SHAREHOLDER
KEVIN SCHULTZ 2011 GST EXEMPT TRUST U/D 8/10/2011SHAREHOLDER
FISHER, KENNETH ALANCEO4631540
GOLDSMITH, LAWRENCE HARRYDIRECTOR OF OPERATIONS/PRESIDENT1386783
HOEHLER, TIMOTHY WILLIAMCHIEF COMPLIANCE OFFICER2176769
HORNIG, CYNTHIATRUSTEE-CYNTHIA HORNIG TRUST5989716
LINDEN, ARTHUR AARONSECRETARY/TREASURER1230452
ROTHENBERG, SHARI PFINOP/POO6590875
SCHULTZ, JUDITHTRUSTEE-ARTICLE 6TH TRUST6041541
SCHULTZ, KEVIN MATTHEWTRUSTEE-KEVIN M. SCHULTZ 2020 GST EXEMPT TRUST1779792
SCHULTZ, KEVIN MATTHEWTRUSTEE-KEVIN SCHULTZ TRUST1779792

Disclosures


Regulatory Event2

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


TRIAD SECURITIES CORP

CRD#: 11363New York, NY 10006-9401

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