Scott Henry Sari

Employer firm

Garden State Investment Advisory Services, LLC CRD 133088

$674M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → Present
  Garden State Securities, Inc.
  Manalapan, NJ
• 09/2004 → Present
  Garden State Investment Advisory Services, Llc
  Wall Township, NJ

Other Businesses

1) GARDEN STATE INSURANCE AGENCY, INC. - OWNER, LESS THAN 10 HOURS A MONTH. 2) S&J INVESTMENT PROPERTIES/194 BEACH AVE, LLC, REAL ESTATE, PARTNER, NOT INVESTMENT-RELATED, 0 HOURS SPENT DURING MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-23
• S63 Uniform Securities Agent State Law Examination
  1992-04-15

Designations

• Certified Financial Planner