Claim Profile
Unclaimed Profile
GS

Gregory David Scott

G. SCOTT CAPITAL PARTNERS, LLC·ROWAYTON, Connecticut
Series 7, Series 63, Series 65Clean record8 years registeredG. SCOTT CAPITAL PARTNERS, LLC
140 ROWAYTON AVENUE, ROWAYTON, CT 06853CRD# 2372408Firm CRD# 166358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory David Scott · ROWAYTON, CT
Registration
CRD #2372408 · G. SCOTT CAPITAL PARTNERS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

Dec 2017present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 21, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
G. SCOTT CAPITAL PARTNERS, LLC
CRD 166358 · SEC 801-77570
AUM
$86M
Regulatory assets under management
Employees
3
12 client accounts
Services offered by G. SCOTT CAPITAL PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

Speak with Gregory

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

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

Looking for a financial advisor in ROWAYTON?

Browse all registered financial advisors in ROWAYTON, Connecticut or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Gregory David Scott offer?
Gregory David Scott specializes in Investment Management, Retirement Planning. Contact their office in ROWAYTON, Connecticut for a consultation.
What are Gregory David Scott's credentials?
Gregory David Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory David Scott located?
Gregory David Scott is based in ROWAYTON, Connecticut, working with G. SCOTT CAPITAL PARTNERS, LLC. Their office serves clients in the ROWAYTON metropolitan area and surrounding communities.
How does Gregory David Scott charge for services?
Gregory David Scott's firm is compensated through percentage of aum, performance-based fees, other: carried interest and overhead reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is G. SCOTT CAPITAL PARTNERS, LLC?
G. SCOTT CAPITAL PARTNERS, LLC has approximately 3 employees and manages $86M 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 →