Albin G. Scaria

DRAWINGBOARD WEALTH ADVISORS

West Hempstead, NY

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CRD#: 7630295

Professional summary

Albin George Scaria, who also goes by Albin G Scaria, is a registered financial advisor currently at DRAWINGBOARD WEALTH ADVISORS located in West Hempstead, New York.

Albin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Albin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Albin G Scaria

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. DrawingBoard Capital LLC; Founder; Not Investment Related; 344 Woodfield Rd West Hempstead NY 10032; Founder and Managing Member of DrawingBoard Capital, a strategic advisory firm and family holding company; Start date with business: 2024-05-28; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 70; Percentage of total yearly compensation expected to be derived from the business: 50; Website address for the organization: https://www.drawingboard.capital.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albin George Scaria'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

May 10, 2024 - Present

DRAWINGBOARD WEALTH ADVISORS

RIA

CRD#: 331459

West Hempstead, NY

Past

November 22, 2022 - March 17, 2023

BALLENTINE PARTNERS

RIA

CRD#: 152802

Waltham, MA

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

New York
(5/10/2024)

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: 11/21/2022

Uniform Investment Adviser Law Examination

Current Firm

DRAWINGBOARD WEALTH ADVISORS

DRAWINGBOARD WEALTH ADVISORS | DRAWINGBOARD WEALTH ADVISORS LLC

CRD#: 331459 / SEC#:

New York

Registered Investment Advisory firm - (5/10/2024 Approved)

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Contact information

Main Address

Williston Park, NY

Mailing Address

Phone number

(551) 257-4929

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Albin G. Scaria

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albin George Scaria's CRS (Customer Relationship Summary).

Certified licenses

Experience

DRAWINGBOARD WEALTH ADVISORS

BALLENTINE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2022

Current Firm

DRAWINGBOARD WEALTH ADVISORS

Contact information

Documents

Red Flags

Company Information

DRAWINGBOARD WEALTH ADVISORS

TRUST BUT VERIFY

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