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Brooke L. Golosinskiy

SCOTT CAPITAL ADVISORS
PORTLAND, OR 97205
Some features on this profile are disabled
CRD#: 6556696
BG

Professional summary

Brooke Leigh Golosinskiy, who also goes by Brooke Leigh Anderson, Brooke Anderson, is a registered financial advisor currently at SCOTT CAPITAL ADVISORS, LLC located in Portland, Oregon.

Brooke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brooke has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brooke Leigh Anderson | Brooke Anderson

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) - RIA

Click below to view Brooke Leigh Golosinskiy'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

February 12, 2021 - Present

SCOTT CAPITAL ADVISORS, LLC

Office #1: 707 Sw Washington Street Suite 810, Portland, OR 97205
RIA
CRD#: 307980
PORTLAND, OR
Past

May 22, 2017 - August 3, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PORTLAND, OR
Past

November 21, 2016 - August 3, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PORTLAND, OR

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".
SC
SCOTT CAPITAL ADVISORS, LLC
SCOTT CAPITAL ADVISORS, LLC

CRD#: 307980 / SEC#: 801-119200

RIA
Registered Investment Advisory firm - (7/31/2020 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.

Highlighted states indicate IAR registrations

IAR
Oregon
(2/12/2021)
IAR
Washington
(6/27/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/22/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/24/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/2016
General Securities Representative Examination

Current Firm

SC
SCOTT CAPITAL ADVISORS, LLC
SCOTT CAPITAL ADVISORS, LLC

CRD#: 307980 / SEC#: 801-119200

RIA
Registered Investment Advisory firm - (7/31/2020 Approved)
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Contact information

Main Address
707 Sw Washington Street Suite 810, Portland, OR 97205
Mailing Address
Phone number
(503) 487-0860
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (9 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

FORM ADV PART 2A - FIRM BROCHURE (1/31/2025)

Regulatory assets under management

Total Number of Accounts802
AUM (Assets Under Management)$ 968,385,354

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

SCOTT CAPITAL ADVISORS, LLC

CRD#: 307980Portland, OR 97205

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