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OS

Olivia Scuteri

JM FINANCIAL SECURITIES
New York, NY 10019
Some features on this profile are disabled
CRD#: 7024106
OS

Professional summary

Olivia Scuteri is a registered financial professional currently at JM FINANCIAL SECURITIES, INC. located in New York, New York and INCRED SECURITIES INC located in New York, New York.

Olivia is registered as a RR (Registered Representative) and started their career in finance in 2025. Olivia has worked at 3 firms and has passed the Series 14 exam.

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 Olivia Scuteri'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

September 18, 2023 - Present

JM FINANCIAL SECURITIES, INC.

Office #1: 1325 Avenue Of The Americas 27th Floor, Office No. 2715, New York, NY 10019Office #2: 1177 Avenue Of The Americas 5th Floor, Office No. 5045 And 5046, New York, NY 10036
BD
CRD#: 166504
New York, NY
Current

April 20, 2026 - Present

INCRED SECURITIES INC

Office #1: 12 E 49th Street, Floor 11, New York, NY 10017Office #2: 12 E 49th Street Floor 11, New York, NY 10017
BD
CRD#: 337237
NEW YORK, NY
Past

April 3, 2025 - June 11, 2025

YORKVILLE SECURITIES, LLC

BD
CRD#: 330480
MOUNTAINSIDE, NJ

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

Principal/Supervisory Exam
RR
Series 14
Date: 9/18/2023
Compliance Officer Examination
SRO Registrations
RR
FINRA

Current Firm

IS
INCRED SECURITIES INC
INCRED SECURITIES INC

CRD#: 337237 / SEC#: , 8-71411

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
12 E 49th Street, Floor 11, New York, NY 10017
Mailing Address
12 E 49th Street, Floor 11, New York, NY 10017
Phone number
(631) 801-2900
Established
Delaware since 05/13/2025
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
INCRED CAPITALPARENT COMPANY
BALTOVSKI, ALEXANDERFINOP2350828
HURD, JONATHAN SCOTTCEO4159864
SCUTERI, OLIVIACCO7024106

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

INCRED SECURITIES INC

CRD#: 337237New York, NY 10019

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