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Scott Seibel

25 Years of Experience
Broker

Scott Seibel is a registered investment advisor at Capacuity LLC, based in Lake Mary, FL, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 85 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$10.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

300 International Parkway, Suite 350, Lake Mary, FL, 32746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Scott is a member of South of Boston, LLC, which manages payments and distributions from a previous asset purchase agreement. He may also perform activities for CapAcuity Consulting LLC or CapAcuity LLC, which are affiliated with CapAcuity Securities Inc.

Employment History
Current Registrations
Capacuity LLC
October 2020 - Present · 5 yrs 6 mos
Capacuity Securities, INC.
September 2019 - Present · 6 yrs 7 mos
Capacuity Securities, INC.Broker
September 2019 - Present · 6 yrs 7 mos
Previous Registrations
Fas CORP.Broker
February 2011 - September 2019 · 8 yrs 7 mos
Clark Securities, INC.Broker
July 2008 - January 2011 · 2 yrs 6 mos
Westport Financial Services, L.L.C.Broker
March 2000 - July 2008 · 8 yrs 4 mos
State Registrations19 states
AZCACOCTDEFLILINKSMAMDMENCNJNYPATXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.