Scott D. Furman
Professional summary
Scott David Furman is a registered financial advisor currently at BUCKMAN ADVISORY GROUP LLC located in No. Palm Beach, Florida and BUCKMAN, BUCKMAN & REID, INC. located in North Palm Beach, Florida.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Scott has worked at 12 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott David Furman's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2025 - Present
BUCKMAN ADVISORY GROUP LLC
Office #1: 631 Us Hwy One, No. Palm Beach, FL 33408July 8, 2010 - Present
BUCKMAN, BUCKMAN & REID, INC.
Office #1: 631 Us Highway 1, North Palm Beach, FL 33408April 30, 2008 - July 8, 2010
JESUP & LAMONT SECURITIES CORP
April 10, 2006 - May 5, 2008
EMPIRE FINANCIAL GROUP, INC.
August 24, 2005 - October 31, 2005
NEWBRIDGE SECURITIES CORPORATION
August 28, 2002 - August 22, 2005
GUNNALLEN FINANCIAL, INC
May 7, 2002 - October 31, 2002
INTERNATIONAL SECURITIES CORPORATION
December 1, 2001 - May 8, 2002
SOURCE CAPITAL GROUP, INC.
August 10, 2001 - December 1, 2001
MERIT CAPITAL ASSOCIATES, INC.
April 2, 1999 - August 9, 2001
STERLING FINANCIAL INVESTMENT GROUP, INC.
February 26, 1999 - March 22, 1999
STERLING FINANCIAL INVESTMENT GROUP, INC.
September 29, 1998 - March 3, 1999
SMH CAPITAL INVESTMENTS LLC
April 30, 1996 - October 2, 1998
BARBER & BRONSON INCORPORATED
Primary Firm SEC Registration
BUCKMAN ADVISORY GROUP LLC
CRD#: 131688 / SEC#: 801-63540
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/10/2015)
(7/8/2010)
(7/8/2010)
(7/1/2025)
(7/18/2022)
(7/8/2010)
(7/8/2010)
(7/8/2010)
(7/10/2015)
(3/24/2025)
(7/8/2010)
(1/22/2013)
(9/21/2023)
Exams
Series 79TO
Date: 8/10/2019
Investment Banking Registered Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
BUCKMAN ADVISORY GROUP LLC
CRD#: 131688 / SEC#: 801-63540
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 834 |
| AUM (Assets Under Management) | $ 236,142,403 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 11/20/2024 | ||
| 03/04/2024 | ||
| 07/05/2022 |
Red Flags
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