Scott Aaron Syphers
Investment adviser representative at Broad Reach Capital LLC
27 yearsExperience
3 statesRegistered in
$180.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Broad Reach Risk ManagementJan 2020 to now
- Broad Reach Reinsurance Company, IncNov 2017 to now
- Broad Reach Capital LLCSep 2007 to now
- Wealth Preservation Group, LLCSep 2007 to Dec 2023
- Quantum Captial, LLCSep 2007 to Oct 2023
- New Era Financial Planners IncAug 1999 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (GA, MA, NC).
Broad Reach Capital LLC
$180.5MAssets managed
22Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3073399
- Firm CRD
- 144686