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Scott Richard Nabb

Scott R. Nabb

BLUE SKY CAPITAL CONSULTANTS GROUP
Poway, CA 92064
Some features on this profile are disabled
CRD#: 6356534
Scott Richard Nabb

Professional summary

Scott Richard Nabb, CFP® is a registered financial advisor currently at BLUE SKY CAPITAL CONSULTANTS GROUP, INC. located in Poway, California and INDEPENDENT FINANCIAL GROUP, LLC located in Poway, California.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Scott has worked at 3 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

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.
(1) Independent Financial Group (BD) Start Date 11/2014; Title Held: Registered Representative/Admin; Address: 12671 High Bluff Dr., Suite 200, San Diego, CA 92130; Number of hours per month during non trading hours: 8; Number hours per month during trading hours: 4 (2) BLUE SKY CAPITAL CONSULTANTS GROUP POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2017 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: Lead Planner / Client Services Manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Richard Nabb'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®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

February 2, 2024 - Present

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

Office #1: 14259 Danielson St., Poway, CA 92064
RIA
CRD#: 329575
Poway, CA
Current

November 18, 2014 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 14259 Danielson Street, Poway, CA 92064
RIA
BD
CRD#: 7717
Poway, CA
Past

February 24, 2023 - April 3, 2024

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

RIA
CRD#: 133657
Poway, CA
Past

May 12, 2015 - May 5, 2023

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BS
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

CRD#: 329575 / SEC#: 801-129456

RIA
Registered Investment Advisory firm - (2/2/2024 Approved)

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.
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
California
(5/12/2015)
IAR
California
(2/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/11/2015
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/5/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/25/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

CRD#: 329575 / SEC#: 801-129456

RIA
Registered Investment Advisory firm - (2/2/2024 Approved)
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Contact information

Main Address
14259 Danielson St., Poway, CA 92064
Mailing Address
Phone number
(858) 513-8445
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLUE SKY CAPITAL CONSULTANTS GROUP, INC. ADV BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts1,249
AUM (Assets Under Management)$ 247,832,269

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

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

CRD#: 329575Poway, CA 92064

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