AdvisorOS Directory
Claim Profile
Unclaimed Profile
SZ

Scoby Alan Zook

SCOBY ALAN ZOOK·POINT REYES STATION, California
Series 214 years registeredSCOBY ALAN ZOOK
11431 STATE ROUTE 1 SUITE 4, POINT REYES STATION, CA 94956CRD# 2212486Firm CRD# 111214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scoby Alan Zook · POINT REYES STATION, CA
Registration
CRD #2212486 · SCOBY ALAN ZOOK · 14 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SCOBY ALAN ZOOK
SCOBY ZOOK
Mar 2012 – Jul 2023
INVERNESS, CA
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · March 12, 2012
Years registered · 14
03

Disclosure History

2001Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ZOOK, SCOBY ALAN
CRD 111214 · SEC 801-62513
AUM
$38M
Regulatory assets under management
Employees
1
119 client accounts
Services offered by ZOOK, SCOBY ALAN
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ZOOK, SCOBY ALAN →
Introduction

Speak with Scoby

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scoby is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in POINT REYES STATION?

Browse all registered financial advisors in POINT REYES STATION, California or claim this profile if it's yours.

Browse POINT REYES STATION AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Scoby Alan Zook offer?
Scoby Alan Zook specializes in Financial Planning, Investment Management.
What are Scoby Alan Zook's credentials?
Scoby Alan Zook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scoby Alan Zook located?
Scoby Alan Zook is based in POINT REYES STATION, California, last registered with SCOBY ALAN ZOOK.
How does Scoby Alan Zook charge for services?
Scoby Alan Zook's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCOBY ALAN ZOOK?
SCOBY ALAN ZOOK has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile