Unclaimed Profile

Mark Alexander Scott

BERNZOTT CAPITAL ADVISORS·CAMARILLO, California

Series 65Clean record1 years registeredBERNZOTT CAPITAL ADVISORS

1200 PASEO CAMARILLO, CAMARILLO, CA 93010CRD# 5486613Firm CRD# 104583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Alexander Scott · CAMARILLO, CA

Registration

CRD #5486613 · BERNZOTT CAPITAL ADVISORS · 1 years registered

Brand Profile

Not yet started

Career History

BERNZOTT CAPITAL ADVISORS

Jan 2025 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 2, 2025

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERNZOTT CAPITAL ADVISORS

CRD 104583 · SEC 801-56940

AUM

$311M

Regulatory assets under management

Employees

375 client accounts

Services offered by BERNZOTT CAPITAL ADVISORS

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at BERNZOTT CAPITAL ADVISORS →

Introduction

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Frequently Asked Questions

What services does Mark Alexander Scott offer?

Mark Alexander Scott specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CAMARILLO, California for a consultation.

What are Mark Alexander Scott's credentials?

Mark Alexander Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Alexander Scott located?

Mark Alexander Scott is based in CAMARILLO, California, working with BERNZOTT CAPITAL ADVISORS. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.

How does Mark Alexander Scott charge for services?

Mark Alexander Scott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERNZOTT CAPITAL ADVISORS?

BERNZOTT CAPITAL ADVISORS has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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