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Scott A Alvarez

Capstone Partners

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About Scott A Alvarez

Scott Alvarez is a financial professional based in Denver, CO. Scott is a registered representative with Capstone Partners and has held this role since July 2021. Scott has passed the Series 79TO and SIE exams.

Firm Information

Scott Alvarez is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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.

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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Scott Alvarez’s Registration & Firm History

CO

07/22/2021 - Present

Capstone Partners (Denver CO)

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Licenses & Designations

BC

Issued 07/22/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott A Alvarez.
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