Donald K. Scrimgeour

CORE CAPITAL MANAGEMENT

Huntington Beach, CA

CRD#: 4587400

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Professional summary

Donald Kyle Scrimgeour, CFP® is a registered financial advisor currently at CORE CAPITAL MANAGEMENT, LLC located in Huntington Beach, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Donald has worked at 3 firms and has passed the Series 66, Series 31 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Kyle Scrimgeour'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

July 23, 2007 - Present

CORE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 143501

Huntington Beach, CA

Past

April 2, 2007 - July 9, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

TORRANCE, CA

Past

April 2, 2007 - July 9, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

TORRANCE, CA

Past

September 12, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

TORRANCE, CA

Past

October 25, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

TORRANCE, CA

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

California
(7/23/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/7/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 12/5/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/24/2002

General Securities Representative Examination

Current Firm

CORE CAPITAL MANAGEMENT, LLC

CRD#: 143501 / SEC#:

California

Registered Investment Advisory firm - (6/6/2007 Approved)

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Contact information

Main Address

Huntington Beach, CA

Mailing Address

Phone number

(877) 316-1113

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 12,510,490

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.

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Donald K. Scrimgeour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Kyle Scrimgeour's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORE CAPITAL MANAGEMENT, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2002

Series 31

Date: 12/5/2002

Series 7

Date: 10/24/2002

Current Firm

CORE CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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