Scott Lane Schaffran
Professional Summary
Scott Lane Schaffran is a registered financial advisor currently at COLLAGE VENTURE PARTNERS, LLC located in Miami Beach, Florida. Scott is registered as a RR (Registered Representative) and started their career in finance in 2006. Scott has worked at 8 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, Series 3, Series 55 and Series 7 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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Contact Information
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Disclosures on record.
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Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
COLLAGE VENTURE PARTNERS, LLC
Contact Information
Main Address
929 Alton Road Suite 500, Miami Beach, FL 33139Mailing Address
929 Alton Road Suite 500, Miami Beach, FL 33139Phone Number
(646) 248-5078Established
Florida since 06/30/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(1/16/2024)
(1/17/2024)
(1/16/2024)
(1/12/2024)
(1/16/2024)
(1/16/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jun 2006SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Scott Lane Schaffran's CRS (Customer Relationship Summary).
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