Gary B. Scharf

GARY SCHARF ADVISORS

Delray Beach, FL

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CRD#: 4640779

Professional summary

Gary Bennett Scharf is a registered financial advisor currently at GARY SCHARF ADVISORS, LLC located in Delray Beach, Florida.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gary has worked at 2 firms and has passed the Series 65 exam.

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.

CURRENTLY EMPLOYED WITH NIGRO KARLIN SEGAL FELDSTEIN & BOLNO, LLC, INVESTMENT-RELATED, 10960 WILSHIRE BLVD. 5TH FLOOR, LOS ANGELES, CA 90024, ACCOUNTING FIRM, POSITION WITH FIRM: PARTNER, 170 HOURS/MONTH DEVOTED TO OTHER BUSINESS, 170 DURING SECURITIES HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Bennett Scharf'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 28, 2014 - Present

GARY SCHARF ADVISORS, LLC

RIA

CRD#: 172243

Delray Beach, FL

Past

April 14, 2003 - June 9, 2011

CSI CAPITAL MANAGEMENT INC

RIA

CRD#: 106382

DELRAY BEACH, FL

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

Florida
(10/28/2014)

IAR

Texas
(10/29/2014)

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 65

Date: 3/6/2014

Uniform Investment Adviser Law Examination

Current Firm

GARY SCHARF ADVISORS, LLC

CRD#: 172243 / SEC#:

Florida

Registered Investment Advisory firm - (10/28/2014 Approved)

Texas

Registered Investment Advisory firm - (10/29/2014 Conditional Restricted)

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Contact information

Main Address

Boca Raton, FL

Mailing Address

Phone number

(561) 573-6251

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary B. Scharf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Bennett Scharf's CRS (Customer Relationship Summary).

Certified licenses

Experience

GARY SCHARF ADVISORS, LLC

CSI CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/2014

Current Firm

GARY SCHARF ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

GARY SCHARF ADVISORS, LLC

TRUST BUT VERIFY

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