Scott Cadieux (CRD# 3028859) is an Investment Advisor Representative working at Echelon Private Wealth LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry. Scott Cadieux has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Echelon Private Wealth LLC | Scottsdale, AZ | Jan 2021 - Current | 3 |
Echelon Private Wealth LLC | Scottsdale, AZ | Dec 2020 - Current | 3 |
Unemployed | Scottsdale, AZ | Jul 2020 - Dec 2020 | < 1 |
Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jul 2020 | 2 |
Fidelity Brokerage Services, Inc. | Merrimack, NH | Jan 1998 - Jul 2020 | 22 |
Strategic Advisers LLC | Chandler, AZ | Jan 2002 - Jul 2018 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1998 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- AZ
- TX
- VT
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$160,377
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, TX, VT
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