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Scott M Bogan

Clear Harbor Asset Management, LLC

Stamford, CT

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Current Employers
Clear Harbor Asset Management, Llc

263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-07
  • CT RA
    APPROVED
    Since 2025-03-07

Branch Locations

263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Resnick Investment Advisors, Llc Westport CT 11/2005 12/2018
Gyl Financial Synergies, Llc West Hartford CT 01/2019 12/2024
Focus Partners Wealth, Llc Boston MA 11/2024 02/2025
Clear Harbor Asset Management, Llc Stamford CT 02/2025 Present
Previous Registrations
  • 2024-11-07 → 2025-02-19
    Focus Partners Wealth, Llc
    Westport, CT
  • 2019-01-02 → 2024-12-06
    Gyl Financial Synergies, Llc
    Westport, CT
    Westport, CT
    West Hartford, CT
  • 2005-11-23 → 2019-01-02
    Resnick Advisors
    Westport, CT
    Westport, CT
    Westport, CT
  • 2002-01-30 → 2005-08-29
    Morgan Stanley Dw Inc.
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-11
S63 Uniform Securities Agent State Law Examination 1996-08-15
  • S65 Uniform Investment Adviser Law Examination
    2000-10-11
  • S63 Uniform Securities Agent State Law Examination
    1996-08-15
Other Names
  • Scott Matthew Bogan

View on SEC IAPD

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