Scenic Advisement

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
169716
Registered since
August 15, 2014

Firm profile

FINTRX

Overview

Scenic Advisement is organized as a limited liability company and has been SEC-registered since 2014. Public records classify the firm as unclassified and list ownership split between a domestic entity and an individual. The firm is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not registered as a multi‑state adviser. Filings do not describe specific advisory specialties, product focus, or client segments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Barrett Cohn

    Barrett Cohn

    CEO & Co-FounderCRD 4782648

Contacts

3 of 5
  • Michael Sobel

    Michael Sobel

    President, Co-FounderCRD 2529966

  • Clark Tucker

    Clark Tucker

    Managing DirectorCRD 1977842

  • Samuel Toso

    Sales OperationsCRD 6884096

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
915 Battery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth