Scott Smith is a registered investment advisor, based in Fremont, CA, with 26 years of industry experience.
Location
Fremont, CA
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Regulatory History (3)
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Customer Dispute
September 2011Settled
Customer Dispute
July 2009Settled
Criminal
June 1985Final Disposition
Other Business Activities
Scott is a director for Puente-International, a tequila and mescal producer/vendor, and Microshares, Inc., an IT-cloud software company. He is also the CEO/owner of Viant Capital, LLC, an investment banking and venture capital firm, and the Founder & Managing Director of Silicon Private Wealth LLC, a wealth advisory/asset management firm.
Employment History
Current Registrations
Dresner Investment Services, INC.
August 2024 - Present · 1 yr 8 mos
Dresner Investment Services, INC.Broker
August 2024 - Present · 1 yr 8 mos
Silicon Private Wealth, LLC
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Viant Capital LLCBroker
November 1999 - February 2024 · 24 yrs 3 mos
Credit Suisse First Boston CorporationBroker
January 1998 - August 1998 · 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.