Forrest
Scaringe

Cordoba Advisory Partners LLC

CRD#6633769
Investment Advisor
in New York, NY

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About this Advisor

Forrest Scaringe is a financial advisor based in New York, New York, working with Cordoba Advisory Partners LLC. Forrest has previously held positions at Morgan Stanley, The Century House, Skyview Landscapes, Concord Wealth Management, Mazzone Hospitality LLC, Forester's Financial, Bentley University, and Morgan Stanley Private Bank, N.A. Forrest has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Forrest is part of Cordoba Advisory Partners LLC, which operates out of New York, New York. The firm has 10 employees and manages assets totaling $1.5 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Cordoba Advisory Partners LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

488 Madison Avenue 24Th Floor
New York, NY 10022

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Cordoba Advisory Partners LLC Brokerage Details

Total Assets Under Management

$1,515,091,768

NY Average: $7,464,549,021
Total Number of Employees

10

NY Average: 88
Total Number of Accounts

113

NY Average: 3,892
Average Account Size

$13,407,892

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Forrest Scaringe Work History

2019 - Present (5 years)

Morgan Stanley Private Bank, N.A

2017 - Present (7 years)

Morgan Stanley

2016 - 2016 (< 1 year)

Mazzone Hospitality LLC

2016 - 2016 (< 1 year)

Forester'S Financial

2016 - 2017 (1 year)

Morgan Stanley

2015 - 2015 (< 1 year)

Concord Wealth Management

2013 - 2017 (4 years)

Bentley University

2012 - 2014 (2 years)

The Century House

2009 - 2015 (6 years)

Skyview Landscapes

Disclosures

Please visit the SEC profile of Forrest Scaringe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cordoba Advisory Partners LLC

Rami Sarafa
New York, NY
Mitchell Perrault
New York, NY
Omar El Hoffi
New York, NY
Forrest Scaringe
New York, NY
Sarah Tabbaa
New York, NY

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