Loretta Scarpettiscroggins, financial advisor Boca Raton FL

Loretta Scarpettiscroggins

CRD Number: 1068583
Current Firm: Aventura Capital Management, LLC

Loretta Scarpettiscroggins (CRD# 1068583) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Boca Raton, FL and has over 37 years of experience in the finance industry.

Similar Advisors
Christopher Conness, financial advisor Boca Raton FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Guy Abbanat, financial advisor Boca Raton FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Similar Advisors
Ali Abbas, financial advisor Boca Raton FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Aventura Capital Management LLC Aventura, FL Jul 2011 - Current 12
Scarpetti & Scroggins, LLC Exeter, NH Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Loretta G. Scarpettiscroggins
Phone Number: 305-466-0467
Firm Website: http://aventuracap.com
Registered State(s):
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $253,798
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, HI, IA, IL, MA, MD, ME, NH, NJ, NY, PA, RI, UT, VT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.