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RS

Randall J. Skarda

FORESIDE FUND SERVICES
Charlotte, NC
Some features on this profile are disabled
CRD#: 2836569
RS

Professional summary

Randall Jude Skarda, who also goes by Randy Scarda, Randall Jude Skarda, Randy Jude Skarda, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Charlotte, North Carolina.

Randall is registered as a RR (Registered Representative) and started their career in finance in 1997. Randall has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Randy Scarda | Randall Jude Skarda | Randy Jude Skarda

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.
1) 08/30/2018 - NORTH CENTRAL GROUP BROOKFIELD SQUARE LODGING INVESTORS LLC, 1600 ASPEN COMMONS STE 200, MIDDLETON, WI 53562, PASSIVE INVESTOR, PASSIVE INVESTOR IN HOTEL, 0 HOURS PER MONTH AND 0 HOURS DURING SECURITIES TRADING. 2) 09/09/2019 - GLENDALE WESTGATE LODGING INVESTORS IV, LLC, NON-PASSIVE INVESTOR, 1 HOUR PER MONTH AND 1 HOUR DURING SECURITIES TRADING. 3) 03/01/2018 - MILWAUKEE DD LODGING INVESTORS, LLC, SILENT PARTNER, INVESTOR, 0 HOURS PER MONTH AND 0 HOURS DURING SECURITIES TRADING. 4)*488227- Emerald Bay Stables, LLC; Investment related-Yes; Bloomington, Minnesota; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 0

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Randall Jude Skarda'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

September 29, 2023 - Present

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Charlotte, NC
Past

August 29, 2008 - September 21, 2023

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

February 4, 2002 - July 17, 2008

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

December 11, 2000 - September 21, 2023

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

October 16, 2000 - November 29, 2000

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

January 14, 2000 - August 18, 2000

BISYS SHELF B/D (1), INC.

BD
CRD#: 26501
BOSTON, MA
Past

January 7, 2000 - January 10, 2000

GUARANTY BROKERAGE SERVICES, INC.

BD
CRD#: 23302
ST. CLOUD, MN
Past

March 14, 1997 - September 1, 1999

IAI SECURITIES, INC.

BD
CRD#: 27917
MINNEAPOLIS, MN

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
Illinois
(4/9/2025)
RR
Indiana
(4/9/2025)
RR
Iowa
(4/9/2025)
RR
Michigan
(4/9/2025)
RR
Minnesota
(9/29/2023)
RR
North Dakota
(4/9/2025)
RR
South Dakota
(4/9/2025)
RR
Wisconsin
(4/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/31/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/25/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

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

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 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#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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

FORESIDE FUND SERVICES, LLC

CRD#: 46106Charlotte, NC

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Contact information

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