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Scott N. Alperin

ALPERIN FINANCIAL SOLUTIONS
Virginia Beach, VA 23452
Some features on this profile are disabled
CRD#: 7291843
SA

Professional summary

Scott Noel Alperin, who also goes by Scott Alperin, is a registered financial advisor currently at ALPERIN FINANCIAL SOLUTIONS located in Virginia Beach, Virginia.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Scott has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Scott Alperin

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.
1. Vested Title of Virginia, LLC; 500 Viking Drive, Suite 202, Virginia Beach, VA 23452; Nature of Business: Title Insurance Agency; Position: Sole Member and Insurance Agent; Business Formation: 4/24/2006; Hours per month devoted to business: Approximately 20 hours. 2. Alperin Law PLLC; 500 Viking Dr suite 202, Virginia Beach, VA 23452; Estate Attorney; 10/2015; Hours per month devoted to business: Approximately 20 hours. 3. Independent Insurance Agent; 500 Viking Dr suite 202, Virginia Beach, VA 23452; Start 1/24/2011; Hours per month devoted to business: Less than 5 hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Noel Alperin'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 7, 2023 - Present

ALPERIN FINANCIAL SOLUTIONS

Office #1: 500 Viking Drive, Suite 201, Virginia Beach, VA 23452
RIA
CRD#: 325714
Virginia Beach, VA
Past

November 30, 2020 - November 26, 2021

OSAIC INSTITUTIONS, INC.

RIA
CRD#: 35371
VIRGINIA BEACH, VA

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
Virginia
(9/7/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/30/2020
Uniform Investment Adviser Law Examination

Current Firm

AF
ALPERIN FINANCIAL SOLUTIONS
ALPERIN FINANCIAL SOLUTIONS | ALPERIN LAW AND WEALTH | ALPERIN FINANCIAL SOLUTIONS, LLC

CRD#: 325714 / SEC#:

Virginia
Registered Investment Advisory firm - (9/7/2023 Approved)
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Contact information

Main Address
500 Viking Drive, Suite 201, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 490-3500
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 4,800,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/01/2025
Cover Page
Report

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

ALPERIN FINANCIAL SOLUTIONS

CRD#: 325714Virginia Beach, VA 23452

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