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Scott David Siegel

Belzberg Capital

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About Scott David Siegel

Scott Siegel is a financial advisor with Belzberg Capital, located in Key Biscayne, FL. Scott has been a financial advisor for more than 6 years and has a proven track record of success in helping individuals and families achieve their financial goals. He holds the Series 7, Series 63, and Series 7TO licenses, as well as the SIE designation.

Firm Information

Scott Siegel is currently registered with Belzberg Capital. Belzberg Capital is a Limited Liability Company formed in April 2021. The firm is registered in six states: California, Connecticut, New York, Ohio, Pennsylvania, and Texas. They also have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

7

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 Siegel’s Registration & Firm History

FL

12/13/2023 - Present

Belzberg Capital (Key Biscayne FL)

TN

08/03/2021 - 12/31/2021

WAVECREST SECURITIES LLC (BRENTWOOD TN)

NY

07/15/2014 - 05/16/2019

PINEBRIDGE SECURITIES LLC (NEW YORK NY)

NY

09/03/2007 - 07/17/2008

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott David Siegel.
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