AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Joshua F. Boyer

Some features on this profile are disabled
CRD#: 4820601
JB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joshua Frank Boyer was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 2004. Joshua had worked at 8 firms and has passed the Series 66, Series 57TO, SIE, Series 55, Series 7, Series 24 and Series 27 exams.

top-8-questions

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 1, 2021 - November 5, 2021

SCOTTSDALE CAPITAL ADVISORS CORP

BD
CRD#: 118786
SCOTTSDALE AZ, AZ
Past

March 28, 2019 - January 2, 2020

MERAKI GLOBAL ADVISORS LLC

BD
CRD#: 297930
PARK CITY, UT
Past

July 27, 2015 - September 21, 2018

ALPINE SECURITIES CORPORATION

BD
CRD#: 14952
SALT LAKE CITY, UT
Past

August 23, 2012 - April 21, 2015

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

November 28, 2006 - September 10, 2012

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

November 9, 2005 - December 6, 2006

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
NEW YORK, NY
Past

November 7, 2005 - December 6, 2006

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 19, 2005 - May 3, 2005

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

July 20, 2004 - October 8, 2004

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/30/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 9/21/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 9/21/2015
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 7/19/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/25/2018
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/12/2016
Financial and Operations Principal Examination

Current Firm

SC
SCOTTSDALE CAPITAL ADVISORS CORP
SCOTTSDALE CAPITAL ADVISORS | SCOTTSDALE CAPITAL ADVISROS CORP | SCOTTSDALE CAPITAL ADVISORS CORPORATION | SCOTTSDALE CAPITAL ADVISORS CORP

CRD#: 118786 / SEC#: 801-60965, 8-53685

RIA
Registered Investment Advisory firm - SEC (12/5/2002 Terminated)
Alabama
Registered Investment Advisory firm - SEC (12/16/2002 Terminated)
Arizona
Registered Investment Advisory firm - SEC (3/14/2003 Approved)
California
Registered Investment Advisory firm - SEC (4/6/2015 Approved)
Colorado
Registered Investment Advisory firm - SEC (8/29/2014 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (10/15/2014 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/3/2002 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (1/3/2003 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (6/12/2002 Cancelled)
Nevada
Registered Investment Advisory firm - SEC (12/3/2002 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (12/3/2002 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/3/2002 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (12/3/2002 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/3/2002 Terminated)
West Virginia
Registered Investment Advisory firm - SEC (12/6/2002 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7170 E. Mcdonald Rd. Suite 6, Scottsdale, AZ 85253
Mailing Address
7170 E. Mcdonald Rd. Suite 6, Scottsdale Az, AZ 85253
Phone number
(480) 603-4900
Established
Arizona since 06/30/2001
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
3

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
SCOTTSDALE CAPITAL ADVIORS HOLDINGS LLCSOLE SHAREHOLDER
HURRY, JUSTINEFINOP2765969
HURRY, JUSTINECEO2765969
HURRY, JUSTINECCO2765969
HURRY, JUSTINECHIEF OPERATION OFFICER2765969
HURRY, JUSTINESOLE DIRECTOR2765969
0

Disclosures

Regulatory Event6

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

SCOTTSDALE CAPITAL ADVISORS CORP

CRD#: 118786

TRUST BUT VERIFY

Monitor Joshua Boyer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics