Scott Robert Dancyger

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

324 Main St, Beacon, NY 12508 • United States

265 Windsor Hwy, New Windsor, NY 12553 • United States

Newburgh, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Beacon	NY	12/2010	Present
Hudson Valley Fed Credit Union	Beacon	NY	01/2011	Present

12/2010 → Present

Lpl Financial Llc

Beacon, NY
01/2011 → Present

Hudson Valley Fed Credit Union

Beacon, NY

Other Businesses

1. 7/31/2012: NON-VARIABLE INSURANCE - CURRENTLY I HAVE MY PROPERTY AND CASUALTY LICENSES, BUT I DON'T SOLICIT ANY BUSINESS AND DO NOT RECEIVE COMMISSIONS. - TIME SPENT 0% - BEACON, NY. 2. 10/6/2017 - Hudson Valley Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start 10/16/2017 - 10 Hours Per Month During Securities Trading. 3. 10/3/2019 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wealth Management at Hudson Valley Credit Union - Investment Related - At Reported Business Location(s) - Start Date: 10/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-07-07

S63 Uniform Securities Agent State Law Examination

2007-07-07

Other Names

Scott Robert Danayger

View on SEC IAPD