Scott Robert Kurtis
Professional Summary
Scott Robert Kurtis is a registered financial advisor currently at MERAKI GLOBAL ADVISORS LLC located in Bellair Bluffs, Florida. Scott is registered as a RR (Registered Representative) and started their career in finance in 2001. Scott has worked at 2 firms and has passed the Series 63, Series 99TO, Series 7TO, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
MERAKI GLOBAL ADVISORS LLC
Contact Information
Main Address
596 Indian Rocks Road North, Bellair Bluffs, FL 33770Mailing Address
596 Indian Rocks Road North, Bellair Bluffs, FL 33770Phone Number
(435) 214-0772Established
Utah since 04/19/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SVMP HOLDINGS LLC | DIRECT OWNER | — |
| PEKE HOLDINGS LLC | DIRECT OWNER | — |
| ARNOLD, BENJAMIN RICHARD | FOUNDER & MANAGING PARTNER | 4997870 |
| CARTER, ANA R | FINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 4424794 |
| KIM, CHRISTINA CAROLINE | EXECUTIVE ASSISTANT TO FOUNDER & MANAGING PARTNER | 7891414 |
| KURTIS, SCOTT ROBERT | CHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER | 4437685 |
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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.
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State Registrations and Notice Filings
(7/3/2023)
(2/28/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Scott Robert Kurtis's CRS (Customer Relationship Summary).
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