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PS

Peter K. Scott

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CRD#: 3047637
PS

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.

Peter Kempston Scott, who also goes by Peter Scott, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1999. Peter had worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Scott

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

June 3, 2015 - January 14, 2020

GLACIER POINT ADVISORS, LLC

RIA
CRD#: 219515
NORTH TUSTIN, CA
Past

May 11, 2015 - June 22, 2015

VYGR DIGITAL SECURITIES, LLC

RIA
CRD#: 148019
BELVEDERE, CA
Past

December 26, 2013 - April 9, 2015

VYGR DIGITAL SECURITIES, LLC

BD
CRD#: 148019
NEW YORK, NY
Past

December 5, 2008 - April 9, 2015

VYGR DIGITAL SECURITIES, LLC

RIA
CRD#: 148019
BELVEDERE, CA
Past

July 9, 2007 - June 11, 2008

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

July 12, 2005 - May 22, 2007

MONTROSE SECURITIES INTERNATIONAL

BD
CRD#: 35603
SAN FRANCISCO, CA
Past

May 2, 2002 - November 7, 2002

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

April 27, 1999 - May 2, 2000

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
RR
Series 63
Date: 12/27/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/21/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/11/2013
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GP
GLACIER POINT ADVISORS, LLC
GLACIER POINT ADVISORS, LLC

CRD#: 219515 / SEC#:

Alabama
Registered Investment Advisory firm - (2/2/2022 Terminated)
California
Registered Investment Advisory firm - (6/2/2015 Approved)
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Contact information


Main Address
2522 Chambers Road Suite 206, Tustin, CA 92780
Mailing Address
Phone number
(714) 573-4062
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts34
AUM (Assets Under Management)$ 7,944,000

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


GLACIER POINT ADVISORS, LLC

CRD#: 219515

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