Sc Capital Advisors

Sc Capital Advisors (CRD# 123875) is a financial advisory firm headquartered in Palm Desert, CA. They manage $55,438,581 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $353,112
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sc Capital Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Dana L. Crosby
CRD#: 2314538
44600 Village Court, Suite 100, Palm Desert, CA 92260
96
Wealthminder
score

Dana Crosby (CRD# 2314538) is an Investment Advisor Representative working at Sc Capital Advisors in Palm Desert, CA and has over 24 years of experience in the finance industry. Dana Crosby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John Mackovic
CRD#: 5667853
La Quinta, CA
93
Wealthminder
score

John Mackovic (CRD# 5667853) is an Investment Advisor Representative working at Sc Capital Advisors in La Quinta, CA and has over 8 years of experience in the finance industry.

3
Rick M. Stein
CRD#: 2649401
44600 Village Court, Suite 100, Palm Desert, CA 92260
93
Wealthminder
score

Rick Stein (CRD# 2649401) is an Investment Advisor Representative working at Sc Capital Advisors in Palm Desert, CA and has over 22 years of experience in the finance industry.

4
William S. Wilson
CRD#: 2867308
44600 Village Court, Suite 100, Palm Desert, CA 92260
93
Wealthminder
score

William Wilson (CRD# 2867308) is an Investment Advisor Representative working at Sc Capital Advisors in Palm Desert, CA and has over 20 years of experience in the finance industry.

5
Cristina Deniel
CRD#: 1737970
44600 Village Court, Suite 100, Palm Desert, CA 92260
90
Wealthminder
score

Cristina Deniel (CRD# 1737970) is an Investment Advisor Representative working at Sc Capital Advisors in Palm Desert, CA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.