Scott Syphers, financial advisor Durham NC

Scott Syphers

CRD Number: 3073399
Current Firm: Broad Reach Capital

Scott Syphers (CRD# 3073399) is an Investment Advisor Representative working at Broad Reach Capital in Durham, NC and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Broad Reach Risk Management Durham, NC Jan 2020 - Current 2
Broad Reach Reinsurance Company, Inc. Durham, NC Nov 2017 - Current 4
Quantum Captial, LLC Durham, NC Sep 2007 - Current 14
Wealth Preservation Group, LLC Durham, NC Sep 2007 - Current 14
New Era Financial Planners Inc. Durham, NC Aug 1999 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Scott A. Syphers
Phone Number: 919-309-1406
Registered State(s):
  • MA
  • NC
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $4,057,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

MA, NC

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