SB
Scot A. Bennett
SAB GROUP FINANCIAL, P.A
Tamarac, FL
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CRD#: 3151998
SB
Professional summary
Scot Arnold Bennett is a registered financial advisor currently at SAB GROUP FINANCIAL, P.A located in Tamarac, Florida.
Scot is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Scot has worked at 3 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
SAB GROUP, P.A.; NOT INVESTMENT RELATED; 6008 Royal Poinciana Lane, Tamarac FL 33319; CERTIFIED PUBLIC ACCOUNTNG; PRESIDENT; AUGUST 2000; FULL TIME; ACCOUNTANT 1926 Rodman LLC (1926 Rodman Street Hollywood FL 33020), SAB Family LLC (2445 SW 18 Terrace 601, Ft Lauderdale FL 33315; 7106 Southgate Blvd, Tamarac FL 33321; 8446 Coral Lake Way, Coral Springs FL 33065; 2841 N Oakland Forest Drive 101, Oakland Park FL 33309), SAB Realty of Hollywood LLC (1934 Rodman Street Hollywood FL 33020), 1961 Royal Palm LLC (1961 SW 70 Avenue Plantation FL 33317), SAB Aquarius LLC (2751 S Ocean Dr S302 Hollywood FL 33019) - all of these entities own rental property(ies) at addresses shown, the mailing address for all is 6008 Royal Poinciana Lane, Tamarac FL 33319. I am the managing member and majority owner of each. Time devoted is as needed with time varying significantly. I am responsible for all duties related to the rental properties. SAB 20370 LLC - historically has lent money on limited occasions. Address is 6008 Royal Poinciana Lane, Tamarac FL 33319. Managing member and majority owner. It is rare for me to spend any time. I am responsible for all duties related to any loans, which are rear. Passive investor in numerous multi family investments (purchase and rental of apartment properties). Started investing December 2019. Very few hours involved on a monthly basis. I review investments offered and determine if they are good investments for me.
CRS (Client Relationship Summary) - RIA
Click below to view Scot Arnold Bennett's 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®
NoneExperience
Current
July 8, 2008 - Present
SAB GROUP FINANCIAL, P.A
RIA
CRD#: 147008
Tamarac, FL
Past
October 16, 2002 - January 7, 2005
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
July 21, 1999 - September 18, 2002
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
January 6, 1999 - June 17, 1999
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
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.Highlighted states indicate IAR registrations
IAR
Florida(7/8/2008)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SG
SAB GROUP FINANCIAL, P.A
SAB GROUP FINANCIAL, P.A
CRD#: 147008 / SEC#:
Florida
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Contact information
Main Address
Tamarac, FL
Mailing Address
Phone number
(786) 200-1232
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 2,169,000 |
Red Flags
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