AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SP

Scott S. Packman

COLUMBIA CAPITAL SECURITIES
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 7098522
SP

Professional summary

Scott Samuel Packman is a registered financial professional currently at COLUMBIA CAPITAL SECURITIES, INC. located in Los Angeles, California.

Scott is registered as a RR (Registered Representative) and started their career in finance in 2019. Scott has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

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 Scott Samuel Packman'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

January 14, 2022 - Present

COLUMBIA CAPITAL SECURITIES, INC.

Office #1: 2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067
BD
CRD#: 146838
Los Angeles, CA
Past

April 22, 2019 - August 2, 2021

COLUMBIA CAPITAL SECURITIES, INC.

BD
CRD#: 146838
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(1/14/2022)
RR
Florida
(7/21/2023)
RR
New York
(1/14/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 5/14/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/22/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/15/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CC
COLUMBIA CAPITAL SECURITIES, INC.
CCA SECURITIES, INC. | COLUMBIA CAPITAL SECURITIES, INC.

CRD#: 146838 / SEC#: , 8-67854

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067
Mailing Address
2121 Avenue Of The Stars Suite 800, Los Angeles, CA 90067
Phone number
(310) 883-4686
Established
California since 07/26/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
DONAHUE, MICHAEL DAMIANPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER, CFO1469010

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

COLUMBIA CAPITAL SECURITIES, INC.

CRD#: 146838Los Angeles, CA 90067

TRUST BUT VERIFY

Monitor Scott Packman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
Maria Zimiga
Maria ZimigaAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
Toluca Lake, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.