Scott Shubert, financial advisor Charleston SC

Scott Shubert

CRD Number: 1083842
Current Firm: Blue Granite Capital, LLC
Compensation Model: Fee Only
Scott Shubert (CRD# 1083842) is an Investment Advisor Representative working at Blue Granite Capital, LLC in Charleston, SC and has over 40 years of experience in the finance industry.
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Company Name Location Dates Years
Performa Limited (us) LLC Charleston, SC Dec 2014 - Current 9
Blue Granite Capital, LLC Charleston, SC Apr 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Scott B. Shubert
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $1,069,660
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, SC

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