Loretta Scarpettiscroggins, financial advisor Aventura FL
93 score

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 Aventura, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Aventura Capital Management LLC Aventura, FL Jul 2011 - Current 5
Scarpetti & Scroggins, LLC Exeter, NH Jan 2003 - Current 13
Aventura Securities, LLC Aventura, FL Jan 2009 - Sep 2009 < 1
Aventura Capital Management, LLC Aventura, FL Jan 2009 - Sep 2009 < 1
R & G Securities, LLC Atlanta, GA Aug 2008 - Dec 2008 < 1
Ing Financial Partners New Hampton, NH Feb 2005 - Aug 2006 1
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
    100
    MILLIONS
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $395,257
Compensation Options
  • A percentage of assets under your management
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

AL, CA, CT, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OK, PA, UT, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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