Unclaimed Profile

Ian Arthur Naismith

SARASOTA CAPITAL STRATEGIES,INC.·OSPREY, Florida

Series 7, Series 24, Series 65Clean record28 years registeredSARASOTA CAPITAL STRATEGIES,INC.

460 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229CRD# 2230631Firm CRD# 125951

Profile Verification

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

Identity

Ian Arthur Naismith · OSPREY, FL

Registration

CRD #2230631 · SARASOTA CAPITAL STRATEGIES,INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SARASOTA CAPITAL STRATEGIES,INC.

ADVISORS PREFERRED LLC

Jun 2018 – Dec 2021

FRISCO, TX

ATCAP PARTNERS, LLC

Sep 2016 – Feb 2025

Sarasota, FL

SARASOTA CAPITAL STRATEGIES,INC.

Aug 2003 – Jan 2013

SARASOTA, FL

NAISMITH CAPITAL STRATEGIES, INC.

Oct 1997 – Dec 2009

SARASOTA, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Registration record

First registered · October 23, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SARASOTA CAPITAL STRATEGIES,INC.

CRD 125951 · SEC 801-68409

AUM

$32M

Regulatory assets under management

Employees

153 client accounts

Services offered by SARASOTA CAPITAL STRATEGIES,INC.

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SARASOTA CAPITAL STRATEGIES,INC. →

Introduction

Speak with Ian

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

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

Looking for a financial advisor in OSPREY?

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

Browse OSPREY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ian Arthur Naismith offer?

Ian Arthur Naismith specializes in Investment Management, Fee-Only Advisory.

What are Ian Arthur Naismith's credentials?

Ian Arthur Naismith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian Arthur Naismith located?

Ian Arthur Naismith is based in OSPREY, Florida, last registered with SARASOTA CAPITAL STRATEGIES,INC..

How does Ian Arthur Naismith charge for services?

Ian Arthur Naismith'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 SARASOTA CAPITAL STRATEGIES,INC.?

SARASOTA CAPITAL STRATEGIES,INC. has approximately 4 employees and manages $32M 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 →

Other Advisors at SARASOTA CAPITAL STRATEGIES,INC.

Anthony Warren Welch

OSPREY, FL

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Florida

MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)

City Guides

MIAMI Guide TAMPA Guide BOCA RATON Guide CORAL GABLES Guide NAPLES Guide

Research

Advisor Fees in Florida National Fee Analysis

Request removal of this profile