Shawn Cecotti

BLACKMORE CAPITAL LLC

Bozeman, MT 59715

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CRD#: 6918948

Professional summary

Shawn Cecotti is a registered financial advisor currently at BLACKMORE CAPITAL LLC located in Bozeman, Montana.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Shawn has worked at 1 firm and has passed the Series 65 exam.

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.

INTRACKCFO; ACCOUNTANT; INVESTMENT RELATED: NO; 321 E MAIN ST, STE 425 BOZEMAN MT 59715 USA; ACCOUNTING AND CFO SERVICES FOR SMALL TO MEDIUM SIZED BUSINESSES; ACCOUNTING DUTIES; 2023-01-01;HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 40;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 80;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 70;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Cecotti's 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

April 16, 2021 - Present

BLACKMORE CAPITAL LLC

Office #1: 321 E Main St 200, Bozeman, MT, 59715

RIA

CRD#: 292749

Bozeman, MT

Past

June 14, 2018 - December 31, 2020

BLACKMORE CAPITAL LLC

RIA

CRD#: 292749

BOZEMAN, MT

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

Montana
(4/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/9/2018

Uniform Investment Adviser Law Examination

Current Firm

BLACKMORE CAPITAL LLC

CRD#: 292749 / SEC#:

Montana

Registered Investment Advisory firm - (4/16/2021 Approved)

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Contact information

Main Address

Bozeman, MT

Mailing Address

Phone number

(406) 223-7597

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 2,700,000

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.

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Shawn Cecotti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Cecotti's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKMORE CAPITAL LLC

BLACKMORE CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/9/2018

Current Firm

BLACKMORE CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLACKMORE CAPITAL LLC

TRUST BUT VERIFY

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