linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Bruce Shubert

Blue Granite Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Bruce Shubert

Scott Shubert is a registered investment advisor representative with Blue Granite Capital, LLC. Scott has over 20 years of experience in the financial services industry, and has been with Blue Granite Capital, LLC since 2003. Scott specializes in providing investment advisory services to high net worth individuals, pooled investment vehicles, and pension and profit-sharing plans.

Firm Information

Scott Shubert is currently registered with Blue Granite Capital, LLC. Blue Granite Capital, LLC is an investment adviser registered with the SEC. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer sub-advisory services. Blue Granite Capital manages approximately $99.3 million in assets for 92 clients.

$99.29M

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services

Sub-advisory services

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Shubert’s Registration & Firm History

SC

06/04/2007 - Present

Blue Granite Capital, LLC (CHARLESTON SC)

NY

02/14/2000 - 04/14/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

08/11/1997 - 01/27/2000

ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)

NY

09/03/1996 - 02/14/1997

ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)

NY

05/13/1994 - 08/26/1996

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

CA

07/02/1993 - 05/03/1994

WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)

NJ

04/01/1993 - 06/15/1993

BAIRD, PATRICK & CO., INC. (FAIRFIELD NJ)

GA

01/04/1991 - 04/06/1993

FSC SECURITIES CORPORATION (ATLANTA GA)

NA

04/29/1988 - 12/31/1990

SHUBERT RIZOR SECURITIES, INC.

OH

11/22/1983 - 05/03/1988

MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)

NA

01/06/1983 - 11/04/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Not sure if Scott Bruce Shubert is right for you?

Licenses & Designations

IA

Issued 09/14/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/1988

Series 24 - General Securities Principal Examination

BC

Issued 01/27/1983

Series 5 - Interest Rate Options Examination

BC

Issued 12/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Bruce Shubert.
Not sure if Scott Bruce Shubert is right for you?