AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GS

Gary Scott Stringer

SHELTON CAPITAL MANAGEMENT
Annapolis, MD
·CRD# 2917717·28 years experience

Professional Summary

Gary Scott Stringer, who also goes by Gary Scott Stringer, is a registered financial advisor currently at SHELTON CAPITAL MANAGEMENT located in Annapolis, Maryland and RFS PARTNERS located in Denver, Colorado. Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gary has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 3, Series 7, Series 6 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gary Scott Stringer

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

28 years in the financial services industry

Current & Past Employments

SHELTON CAPITAL MANAGEMENT·CRD# 104720
RIA
Annapolis, MD
February 23, 2026 - Present
RFS PARTNERS·CRD# 18119
BD
1401 Lawrence Street Suite 1550, Denver, CO 80202-1805
February 23, 2026 - Present
MATRIX 360 DISTRIBUTORS, LLC·CRD# 159715
BD
Memphis, TN
March 14, 2017 - February 5, 2026
MATRIX CAPITAL GROUP, INC.·CRD# 33364
BD
New York, NY
February 12, 2015 - March 15, 2017
STRINGER ASSET MANAGEMENT, LLC·CRD# 166133
RIA
Memphis, TN
February 25, 2013 - March 30, 2026
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Memphis, TN
February 13, 2013 - February 25, 2013
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Memphis, TN
February 13, 2013 - February 25, 2013
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
RIA
Memphis, TN
September 2, 2005 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Memphis, TN
September 2, 2005 - February 13, 2013
LEGG MASON WOOD WALKER, INCORPORATED·CRD# 6555
RIA
Baltimore, MD
September 28, 2000 - September 9, 2005
LEGG MASON WOOD WALKER, INCORPORATED·CRD# 6555
BD
Baltimore, MD
October 8, 1999 - September 9, 2005
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC·CRD# 332
BD
San Mateo, CA
February 2, 1998 - December 31, 1998

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

SC
SHELTON CAPITAL MANAGEMENT

CALIFORNIA INVESTMENT TRUST | SHELTON CAPITAL MANAGEMENT | CITAG | CCM PARTNERS, LP | CCM PARTNERS | CALIFORNIA INVESTMENT TRUST ADVISORY GROUP

CRD#: 104720 / SEC#: 801-25205
RIA
Registered Investment Advisory firm - SEC (9/12/1985 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (4/4/2024 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (4/11/2024 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (4/2/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1401 Lawrence Street Suite 1550, Denver, CO 80202

Mailing Address

P.o. Box 87, Denver, CO 80201-0087

Phone Number

(800) 955-9988

# of Employees

48

SEC notice filing (20 States and Territories)

Registered to provide investment advisory services in 20 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCM ADV PART 2 BROCHURE (8/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,500

AUM (Assets Under Management)

$6,522,231,948

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Gary Stringer is an employee of Shelton Capital Management, an affiliated registered investment advisory firm.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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".
SC
SHELTON CAPITAL MANAGEMENT

CALIFORNIA INVESTMENT TRUST | SHELTON CAPITAL MANAGEMENT | CITAG | CCM PARTNERS, LP | CCM PARTNERS | CALIFORNIA INVESTMENT TRUST ADVISORY GROUP

CRD#: 104720 / SEC#: 801-25205
RIA
Registered Investment Advisory firm - SEC (9/12/1985 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (4/4/2024 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (4/11/2024 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (4/2/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(2/23/2026)
IAR
Colorado
(2/23/2026)
RR
Maryland
(2/23/2026)
IAR
Maryland
(2/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2005About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Oct 1999About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Nov 1999About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1998About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jan 2005About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Gary Scott Stringer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
GS
Follow Gary
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required