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

Scott J. Svenson

ODEON CAPITAL ADVISORS LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 7115697
SS

Professional summary


Scott J Svenson, who also goes by Scott Svenson, Scott John Svenson, is a registered financial advisor currently at ODEON CAPITAL ADVISORS LLC located in New York, New York and ODEON CAPITAL GROUP LLC located in New York, New York.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Scott has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott Svenson | Scott John Svenson

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 Scott J Svenson'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

June 2, 2023 - Present

ODEON CAPITAL ADVISORS LLC

Office #1: 750 Lexington Avenue, New York, NY 10022
RIA
CRD#: 307619
New York, NY
Current

January 6, 2022 - Present

ODEON CAPITAL GROUP LLC

Office #1: 750 Lexington Avenue, New York, NY 10022
BD
CRD#: 148493
New York, NY
Past

June 9, 2021 - November 29, 2021

MADISON GLOBAL PARTNERS LLC

BD
CRD#: 285406
HAUPPAUGE, NY
Past

October 30, 2020 - November 25, 2020

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY

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".
OC
ODEON CAPITAL ADVISORS LLC
JET CAPITAL MANAGEMENT LTD. | SDS FAMILY OFFICE, LLC | ODEON CAPITAL ADVISORS LLC

CRD#: 307619 / SEC#: 801-119007

RIA
Registered Investment Advisory firm - (7/6/2020 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.
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
New Jersey
(1/21/2022)
RR
New York
(1/21/2022)
IAR
New York
(6/2/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/2/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2020
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


OC
ODEON CAPITAL ADVISORS LLC
JET CAPITAL MANAGEMENT LTD. | SDS FAMILY OFFICE, LLC | ODEON CAPITAL ADVISORS LLC

CRD#: 307619 / SEC#: 801-119007

RIA
Registered Investment Advisory firm - (7/6/2020 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
750 Lexington Avenue, New York, NY 10022
Mailing Address
Phone number
(212) 230-5880
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (10 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

OCA ADV PART 2A 03-31-2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts41
AUM (Assets Under Management)$ 786,046,407

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


ODEON CAPITAL ADVISORS LLC

CRD#: 307619New York, NY 10022

TRUST BUT VERIFY

Monitor Scott Svenson

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

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics