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SS

Scott L. Schaffran

COLLAGE VENTURE PARTNERS
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 5133777
SS

Professional summary

Scott Lane Schaffran is a registered financial professional 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.

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) - BD

Click below to view Scott Lane Schaffran's CRS (Customer Relationship Summary).
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

March 16, 2023 - Present

COLLAGE VENTURE PARTNERS, LLC

Office #1: 929 Alton Road Suite 500, Miami Beach, FL 33139
BD
CRD#: 316063
MIAMI BEACH, FL
Past

September 1, 2020 - March 30, 2023

FLYING CLOUD SECURITIES LLC

BD
CRD#: 167621
SAN FRANCISCO, CA
Past

April 26, 2019 - August 5, 2019

MACKAY SHIELDS LLC

RIA
CRD#: 107717
NEW YORK, NY
Past

December 17, 2018 - August 5, 2019

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
NEW YORK, NY
Past

April 12, 2013 - March 2, 2015

HANGING CURVE CAPITAL LLC

RIA
CRD#: 166520
DENVER, CO
Past

March 12, 2012 - October 18, 2012

COWEN PRIME SERVICES LLC

BD
CRD#: 153397
NEW YORK, NY
Past

July 14, 2009 - March 6, 2012

VAN ECK SECURITIES CORPORATION

BD
CRD#: 2269
NEW YORK, NY
Past

December 10, 2008 - June 30, 2009

SANDERS MORRIS LLC

BD
CRD#: 20580
NEW YORK, NY
Past

May 17, 2006 - December 5, 2006

SANDERS MORRIS LLC

BD
CRD#: 20580
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
(1/16/2024)
RR
Kansas
(1/17/2024)
RR
Missouri
(1/16/2024)
RR
New Jersey
(1/12/2024)
RR
New York
(1/16/2024)
RR
Pennsylvania
(1/16/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2019
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/9/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/31/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 3/10/2015
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 6/22/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 5/16/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CV
COLLAGE VENTURE PARTNERS, LLC
COLLAGE VENTURE PARTNERS, LLC

CRD#: 316063 / SEC#: , 8-70763

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

Main Address
929 Alton Road Suite 500, Miami Beach, FL 33139
Mailing Address
929 Alton Road Suite 500, Miami Beach, FL 33139
Phone number
(646) 248-5078
Established
Florida since 06/30/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

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)

Direct owners and executive officers

NamePositionCRD#
PEARSON, JOHN DEXTERPARTNER,
STEFAN, ANTHONYCHIEF COMPLIANCE OFFICER7871985
THORNTON, JOHNCFO AND FINOP6463300

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

COLLAGE VENTURE PARTNERS, LLC

CRD#: 316063Miami Beach, FL 33139

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