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Dennis Theodore Scurletis

Scurlydog Capital, LLC

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About Dennis Theodore Scurletis

Dennis Theodore Scurletis is a registered Investment Advisor Representative with Scurlydog Capital, LLC. Dennis has been in the securities industry since October 1985. Dennis has worked with Morgan Stanley & Co., Incorporated, Morgan Stanley Market Products Inc., and Goldman, Sachs & Co. Dennis holds several licenses including Series 3, 5, 7, 8, 15, 24, and 63. Dennis specializes in providing investment advice to high net worth individuals, corporations and pooled investment vehicles.

Firm Information

Dennis Scurletis is currently registered with Scurlydog Capital, LLC. Scurlydog Capital, LLC is an investment advisor managing $93,888,802 in assets for 14 clients. The firm offers portfolio management services to individuals, businesses, and pooled investment vehicles. They are registered as an investment advisor in the state of [State].

$93.89M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Dennis Scurletis’s Registration & Firm History

NJ

10/15/2007 - Present

Scurlydog Capital, LLC (FAIR HAVEN NJ)

NY

03/09/1995 - 09/14/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

03/09/1995 - 09/14/2007

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

NY

10/22/1985 - 01/17/1995

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/14/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/1999

Series 24 - General Securities Principal Examination

BC

Issued 04/22/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/14/1996

Series 3 - National Commodity Futures Examination

BC

Issued 12/16/1985

Series 15 - Foreign Currency Options Examination

BC

Issued 11/14/1985

Series 5 - Interest Rate Options Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Theodore Scurletis.
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