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SB

Scot A. Bennett

SAB GROUP FINANCIAL, P.A
TAMARAC, FL
Some features on this profile are disabled
CRD#: 3151998
SB
Scot Arnold BennettSAB GROUP FINANCIAL, P.A

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.

At a Glance

Always Fiduciary

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.

Blog Corner

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®
None

Experience

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 4/25/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 1/5/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SG
SAB GROUP FINANCIAL, P.A
SAB GROUP FINANCIAL, P.A

CRD#: 147008 / SEC#:

Florida
Registered Investment Advisory firm - (7/8/2008 Approved)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts18
AUM (Assets Under Management)$ 2,169,000

Red Flags

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Company Information

SAB GROUP FINANCIAL, P.A

CRD#: 147008Tamarac, FL

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