Scott BreskyCRD Number: 1427534
Current Firm: Concorde Asset Management, LLC
Scott Bresky (CRD# 1427534) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Roseland, NJ and has over 25 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Concorde Asset Management, LLC||Troy, MI||Jan 2013 - Current||3|
|Concorde Investment Services, LLC||Troy, MI||Jan 2013 - Current||3|
|Tfs Securities Inc.||Lincroft, NJ||Aug 2011 - Dec 2012||1|
|J P Turner & Company LLC||Red Bank, NJ||Feb 2011 - Aug 2011||< 1|
|Alternative Wealth Strategies, Inc.||Cherry Hill, NJ||Jun 2005 - Feb 2011||5|
|Financial Advisors Legal||Las Vegas, NV||Jun 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1991|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management236MILLIONS
Total Number of Accounts2,048ACCOUNTS
Average Account Value$114,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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