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Scott Joseph Tallman

Belle Haven Investments, LP

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About Scott Joseph Tallman

Scott Joseph Tallman is an Investment Advisor Representative with Belle Haven Investments, LP. He is a registered representative in New York and Texas. Scott has been in the securities industry since 2008. He specializes in investment advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Scott has experience with clients of various types, including high net worth individuals, corporations, insurance companies, and charitable organizations.

Firm Information

Scott Tallman is currently registered with Belle Haven Investments, LP. Belle Haven Investments, LP is a partnership formed in 2001 and headquartered in RYE BROOK, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. With over $17.6 billion in regulatory assets under management, Belle Haven Investments manages accounts for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, insurance companies, and state or municipal government entities. The firm is registered with the SEC and in 34 states.
Belle Haven Investments, LP

800 WESTCHESTER AVENUE

RYE BROOK, NY 10573-1301

$17.67B

Assets Under Management

Not reported

Total Clients

28

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Scott Tallman’s Registration & Firm History

NY

08/06/2018 - Present

Belle Haven Investments, LP (Rye Brook, NY)

TX

12/19/2008 - 06/30/2017

CAPSTONE ASSET PLANNING COMPANY (HOUSTON TX)

TX

10/27/2008 - 11/14/2008

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

CA

01/01/2008 - 08/08/2008

PRUCO SECURITIES, LLC. (BREA CA)

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Licenses & Designations

IA

Issued 01/05/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/31/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Joseph Tallman.
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