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Jeffrey A. Scott

EASTDIL SECURED ADVISORS LLC
New York, NY 10019
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CRD#: 4373398
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Professional summary


Jeffrey Alan Scott, who also goes by Jeffrey A Scott, is a registered financial professional currently at EASTDIL SECURED ADVISORS LLC located in New York, New York.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2001. Jeffrey has worked at 5 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey A 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) - BD


Click below to view Jeffrey Alan Scott'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

October 1, 2019 - Present

EASTDIL SECURED ADVISORS LLC

Office #1: 40 West 57th Street 23rd Floor, New York, NY 10019
BD
CRD#: 304434
New York, NY
Past

July 1, 2009 - October 1, 2019

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
WASHINGTON, DC
Past

April 1, 2009 - July 1, 2009

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
WASHINGTON, DC
Past

July 1, 2003 - February 25, 2009

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
MCLEAN, VA
Past

June 3, 2002 - July 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 24, 2001 - May 28, 2002

ANDERSEN CORPORATE FINANCE LLC

BD
CRD#: 108427
HOUSTON, TX

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
Alabama
(11/18/2019)
RR
Alaska
(1/30/2020)
RR
Arizona
(1/1/2020)
RR
Arkansas
(1/23/2020)
RR
California
(10/1/2019)
RR
Colorado
(10/31/2019)
RR
Connecticut
(1/23/2020)
RR
Delaware
(10/11/2019)
RR
District of Columbia
(10/2/2019)
RR
Florida
(3/18/2020)
RR
Georgia
(9/8/2020)
RR
Hawaii
(2/5/2020)
RR
Idaho
(10/2/2019)
RR
Illinois
(3/10/2020)
RR
Indiana
(1/10/2020)
RR
Iowa
(10/2/2019)
RR
Kansas
(11/26/2019)
RR
Kentucky
(10/7/2019)
RR
Louisiana
(10/7/2019)
RR
Maine
(10/24/2019)
RR
Maryland
(10/21/2019)
RR
Massachusetts
(2/7/2020)
RR
Michigan
(11/5/2019)
RR
Minnesota
(12/3/2019)
RR
Mississippi
(10/2/2019)
RR
Missouri
(2/11/2020)
RR
Montana
(11/21/2019)
RR
Nebraska
(2/3/2020)
RR
Nevada
(10/3/2019)
RR
New Hampshire
(1/23/2020)
RR
New Jersey
(1/22/2020)
RR
New Mexico
(11/15/2019)
RR
New York
(10/3/2019)
RR
North Carolina
(10/18/2019)
RR
North Dakota
(10/16/2019)
RR
Ohio
(10/15/2019)
RR
Oklahoma
(10/4/2019)
RR
Oregon
(10/25/2019)
RR
Pennsylvania
(10/7/2019)
RR
Rhode Island
(10/7/2019)
RR
South Carolina
(11/20/2019)
RR
South Dakota
(3/20/2020)
RR
Tennessee
(11/10/2020)
RR
Texas
(12/23/2019)
RR
Utah
(10/3/2019)
RR
Vermont
(10/29/2019)
RR
Virginia
(3/19/2020)
RR
Washington
(10/14/2019)
RR
West Virginia
(1/16/2020)
RR
Wisconsin
(10/21/2019)
RR
Wyoming
(2/18/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 5/8/2001
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
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EASTDIL SECURED ADVISORS LLC
EASTDIL SECURED ADVISORS LLC

CRD#: 304434 / SEC#: , 8-70367

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


Main Address
100 Wilshire Blvd Suite 1500, Santa Monica, CA 90401
Mailing Address
100 Wilshire Blvd Suite 1500, Santa Monica, CA 90401
Phone number
(310) 526-9000
Established
Delaware since 05/23/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
EASTDIL SECURED ADVISORS HOLDINGS LTD.SOLE MEMBER
BONINA, CAROLE ANGELACCO/PRINCIPAL2993602
PORTNOFF, DAVID ROSSFINOP/PFO/POO2977967
VAN KONYNENBURG, DERK MICHAELPRESIDENT/PRINCIPAL1487741

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


EASTDIL SECURED ADVISORS LLC

CRD#: 304434New York, NY 10019

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