Forrest
Scaringe
Cordoba Advisory Partners LLC
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About this Advisor
Forrest Scaringe is a financial advisor based in New York, New York with a total of 1 year of relevant experience. Scaringe is currently employed by Cordoba Advisory Partners LLC. Over the course of their career, they have held roles 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. Scaringe has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Cordoba Advisory Partners LLC is a registered investment company that has its headquarters in New York, NY. It administers $1 billion in total assets across its 49 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 49 customer accounts, 90% are associated with high-net-worth investors who have at least $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice typically are based on which services the firm provides the client. However, fees billed by Cordoba Advisory Partners LLC can include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cordoba Advisory Partners LLC Brokerage Details
$1,098,200,000
10
49
$22,412,245
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
Forrest has been registered as a financial advisor for 1 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley
Mazzone Hospitality LLC
Forester'S Financial
Morgan Stanley
Concord Wealth Management
Bentley University
The Century House
Skyview Landscapes
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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