Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scates is an Investment Advisor Representative at Blue Granite Capital, LLC and has been in the industry since 2003. David has experience in financial planning and portfolio management. David is registered with the state of Colorado and is also a Series 65, Series 72, and SIE exam holder. David has a current employment history with Blue Granite Capital, LLC, and Gelber Group LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CO
10/11/2018 - Present
Blue Granite Capital, LLC (Denver CO)
IL
03/09/2015 - 09/02/2015
GELBER SECURITIES, LLC (CHICAGO IL)
IL
09/19/2003 - 12/16/2008
GELBER SECURITIES, LLC (CHICAGO IL)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 72 - Government Securities Representative Examination
Active
Inactive
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