BS
Bradley V. Scammell
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CRD#: 6470919
BS
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.
Bradley Vernon Scammell, who also goes by Brad Vernon Scammell, Brad Scammell, Bradley Vernon Scammell Mr, Bradley Scannell, was a registered financial professional .
Bradley is a previously registered financial professional and started their career in finance in 2015. Bradley had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Brad Vernon Scammell | Brad Scammell | Bradley Vernon Scammell Mr | Bradley Scannell
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)UNITEDHEALTHCARE INSURANCE COMPANY POSITION:SALES AGENT NATURE: ENROL MEDICARE CLIENTSPRESENT PLANS TO CLIENTSHELP CLIENTS CHOOSE SPECIALISTSHELP CLIENTS CHOOSE DOCTORLIAISE WITH DIFFERENT MEDICARE PLAN PROVIDERS INVESTMENT RELATED:Yes;hrs;5 SECURITIES TRADING HOURS: 5 START DATE: 05/08/2019 ADDRESS: 421 JERSEY ST,Staten Island NY 10301,United States DESCRIPTION: ENROL MEDICARE CLIENTSPRESENT PLANS TO CLIENTS,CHOOSE SPECIALISTS,HELPCLIENTS CHOOSE DOCTORLIAISE WITH DIFFERENT MEDICARE PLAN PROVIDERS 2)AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: INSURANCE AGENT NATURE: Selling insurance products approved through Avantax insurance entities INVESTMENT RELATED:Yes NUMBER OF hrs 5 SECURITIES TRADING HOURS 5 START DATE:10/04/2022 ADDRESS: 421 JERSEY ST, Staten Island NY 10301, United States DESCRIPTION: to meet with clients to ascertain need for insurance products, provide best products for the clients, I also educate my clients with what products fit there needs and help them make the best choice for them 3)YORK AVENUE LLC POSITION: MEMBER NATURE: PREPARE TAXES ADVISE RETAIL CLIENTS, ADVISE BUSINESS CLIENTS,PREP AND SUBMIT OFFER OF COMPROMISE FOR CLIENTS AND DEAL WITH IRS & NY STATE TAXFILE SALES TAX RETURNS FOR BUSINESS CLIENTS,OBTAIN BUSINESS LICENSES FOR CLIENTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 08/01/2014 ADDRESS: 421 JERSEY ST, Staten Island NY 10301, United States DESCRIPTION: PREPARE INCOME TAX,ADVISE RETAIL CLIENTS, ADVISE BUSINESS CLIENTS,PREP AND SUBMIT OFFER OF COMPROMISE FOR CLIENTS AND DEAL WITH IRS & NY STATE TAXFILE SALES TAX RETURNS FOR BUSINESS CLIENTSOBTAIN BUSINESS LICENSES FOR CLIENTSDEALING WITH CLIENTS ON AVANTAX FINANCIAL PRODUCTS & SERVICES 4)CPADVISERS 2 LLC POSITION: CHIEF EXECUTIVE OFFICER NATURE: THIS LLC WAS ESTABLISHED TO PURCHASE A COMMERCIAL PROPERTY, LLC REMAINS ACTIVE. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2021 ADDRESS: 421 JERSEY ST, Staten Island NY 10301, United States DESCRIPTION:DORMANT LLC 5)ALMASHHADANI SERVICES LLC POSITION: MANAGING MEMBER NATURE: IMMIGRATION TRANSLATION SERVICES NOTARY PUBLICTAX PREP,OBTAIN BUSINESS LICENSES FOR CLIENTS, INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 09/20/2017 ADDRESS: 421 JERSEY ST, Staten Island NY 10301, United States DESCRIPTION: ASSIST IMMIGRANTS TO USA WITH DOCUMENTATION.TRANSLATE DOCUMENTS FOR CUSTOMERS NOTARIZE DOCUMENTS, PREP AND SUBMIT TAX RETURNS, OBTAIN BUSINESS LICENSES FOR CUSTOMERS 5)CPADVISERS LLC POSITION: MEMBER NATURE: OWNERSHIP OF COMMERICAL PROPERTY,SIGN CHECKS ,PREP, TAX RETURNS, NEGOTIATE RENT & LEASE RENEWAL,OBTAIN INSURANCE FOR COMMERICAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/04/2020 ADDRESS: 421 JERSEY ST, Staten Island NY 10301, United States DESCRIPTION: OWNER OF COMMERCIAL PROPOERTY LOCATED AT 419-423 JERSEY ST STATEN ISLAND NY 10301 ;SIGN CHECKS,PREPARE TAX RETURNS FOR THE COMMERCIAL PROPERTY NEGOTIATE RENT & LEASE RENEWALS WITH TENANTSOBTAIN INSURANCE FOR COMMERICAL PROPERTY UPKEEP AND REQUITRED MAINTENENCE 6)RICHMOND LICENSE PLATE & REGISTRATION SERVICES POSITION: MANAGING MEMBER NATURE: CONTRACT WITH NY DMV TO PROVIDE AUTO TITLE & REGISTRATION SERVICES.ORDER DUPLICATE AUTO TITLES,RENEW AUTO REGISTATION,ORDER NEW VEHICLE PLATESTRANSFER REGISTRATION TO NEW STATE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/02/2019 ADDRESS: 419 JERSEY ST, Staten Island NY 10301, United States DESCRIPTION: CONTRACT WITH NY DMV TO PROVIDE AUTO TITLE & REGISTRATION SERVICESORDER DUPLICATE AUTO TITLESRENEW AUTO REGISTATIONORDER NEW VEHICLE PLATESTRANSFER VEHICLE REGISTRATION TO NEW STATE
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®
NoneExperience
Past
November 3, 2022 - February 1, 2023
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
STATEN ISLAND, NY
Past
November 3, 2022 - February 1, 2023
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
April 16, 2021 - February 11, 2022
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
New York, NY
Past
January 9, 2020 - February 11, 2022
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
New York, NY
Past
May 28, 2019 - September 26, 2019
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
NEW YORK, NY
Past
February 1, 2018 - September 26, 2019
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
August 29, 2016 - January 4, 2018
WYNSTON HILL CAPITAL, LLC
BD
CRD#: 103811
BRANDON, SD
Past
April 8, 2015 - August 18, 2016
CROSSBOW INVESTMENTS L.L.C
BD
CRD#: 42181
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
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Contact information
Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
