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SL

S. Scott Lain

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CRD#: 2720178
SL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

S. Scott Lain, who also goes by S Scott Lain, S. Scott Lain, S. Scott Scott Lain, was a registered financial professional .

S. Scott is a previously registered financial professional and started their career in finance in 1996. S. Scott had worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


S Scott Lain | S. Scott Lain | S. Scott Scott Lain

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 26, 2018 - July 24, 2018

NFSG CORPORATION

RIA
CRD#: 130814
BOCA RATON, FL
Past

January 20, 2018 - July 24, 2018

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

July 20, 2017 - February 23, 2018

ARCUS CAPITAL PARTNERS, LLC

RIA
CRD#: 147346
MIAMI, FL
Past

February 21, 2017 - April 7, 2017

CHECK CAPITAL MANAGEMENT INC

RIA
CRD#: 107058
Fort Lauderdale, FL
Past

November 28, 2016 - February 14, 2017

CHECK CAPITAL MANAGEMENT INC

RIA
CRD#: 107058
Miami, FL
Past

January 24, 2012 - May 12, 2016

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FT. LAUDERDALE, FL
Past

December 13, 2011 - May 5, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
FT. LAUDERDALE, FL
Past

June 23, 2010 - December 2, 2011

NEW ENGLAND SECURITIES

RIA
CRD#: 615
MIAMI, FL
Past

May 13, 2010 - December 2, 2011

NEW ENGLAND SECURITIES

BD
CRD#: 615
MIAMI, FL
Past

May 2, 2009 - May 18, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
MIAMI, FL
Past

May 2, 2009 - May 18, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MIAMI, FL
Past

May 12, 2006 - May 2, 2009

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
DANIA, FL
Past

October 28, 2003 - May 2, 2009

WAMU INVESTMENTS, INC.

BD
CRD#: 599
DANIA, FL
Past

July 10, 2002 - September 13, 2002

CARDINAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 24605
MIAMI, FL
Past

November 14, 2001 - April 29, 2002

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

April 17, 1996 - August 10, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NC
NFSG CORPORATION
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA
Registered Investment Advisory firm - (11/6/2007 Approved)
Arizona
Registered Investment Advisory firm - (11/8/2007 Terminated)
California
Registered Investment Advisory firm - (11/8/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (11/8/2007 Terminated)
Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)
Illinois
Registered Investment Advisory firm - (11/6/2007 Terminated)
Indiana
Registered Investment Advisory firm - (11/8/2007 Terminated)
Nevada
Registered Investment Advisory firm - (12/17/2007 Terminated)
New Jersey
Registered Investment Advisory firm - (11/14/2007 Terminated)
North Carolina
Registered Investment Advisory firm - (11/8/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/13/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (12/8/2007 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2007 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2007 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/10/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NC
NFSG CORPORATION
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA
Registered Investment Advisory firm - (11/6/2007 Approved)
Arizona
Registered Investment Advisory firm - (11/8/2007 Terminated)
California
Registered Investment Advisory firm - (11/8/2007 Terminated)
Connecticut
Registered Investment Advisory firm - (11/8/2007 Terminated)
Florida
Registered Investment Advisory firm - (12/12/2007 Terminated)
Illinois
Registered Investment Advisory firm - (11/6/2007 Terminated)
Indiana
Registered Investment Advisory firm - (11/8/2007 Terminated)
Nevada
Registered Investment Advisory firm - (12/17/2007 Terminated)
New Jersey
Registered Investment Advisory firm - (11/14/2007 Terminated)
North Carolina
Registered Investment Advisory firm - (11/8/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/13/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (12/8/2007 Terminated)
Texas
Registered Investment Advisory firm - (11/8/2007 Terminated)
Virginia
Registered Investment Advisory firm - (11/8/2007 Terminated)
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Contact information


Main Address
1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Mailing Address
Phone number
(954) 334-3450
Established
Firm type
Fiscal year end
# of Employees
89

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/30/2025)

Regulatory assets under management


Total Number of Accounts3,587
AUM (Assets Under Management)$ 813,494,847

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


NFSG CORPORATION

CRD#: 130814

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