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SK

Scott R. Kurtis

MERAKI GLOBAL ADVISORS LLC
Park City, UT 84098
Some features on this profile are disabled
CRD#: 4437685
SK

Professional summary

Scott Robert Kurtis is a registered financial professional currently at MERAKI GLOBAL ADVISORS LLC located in Park City, Utah.

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 7TO, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Scott Robert Kurtis'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

February 28, 2023 - Present

MERAKI GLOBAL ADVISORS LLC

Office #1: 1389 Center Drive, Suite 170, Park City, UT 84098
BD
CRD#: 297930
Park City, UT
Past

September 18, 2001 - April 30, 2002

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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
Florida
(7/3/2023)
RR
Utah
(2/28/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 2/9/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/7/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MG
MERAKI GLOBAL ADVISORS LLC
MERAKI GLOBAL ADVISORS LLC

CRD#: 297930 / SEC#: , 8-70160

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

Main Address
1389 Center Drive, Suite 170, Park City, UT 84098
Mailing Address
Po Box 982601, Park City, UT 84098
Phone number
(435) 214-0772
Established
Utah since 04/19/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
SVMP HOLDINGS LLCDIRECT OWNER
PEKE HOLDINGS LLCDIRECT OWNER
ARNOLD, BENJAMIN RICHARDFOUNDER & MANAGING PARTNER4997870
CARTER, ANA RFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4424794
KIM, CHRISTINA CAROLINEEXECUTIVE ASSISTANT TO FOUNDER & MANAGING PARTNER7891414
KURTIS, SCOTT ROBERTCHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER4437685

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

MERAKI GLOBAL ADVISORS LLC

CRD#: 297930Park City, UT 84098

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