Scott Bolitho, financial advisor Glenwood Springs CO
96 score

Scott Bolitho

CRD Number: 1238378
Current Firm: Cetera Advisor Networks LLC

Scott Bolitho (CRD# 1238378) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Glenwood Springs, CO and has over 24 years of experience in the finance industry. Scott Bolitho 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Travelers Ins Group Hartford, CT Jan 1996 - Current 20
Glenwood Insurance Agency Glenwood Springs, CO Jun 1990 - Current 26
Tower Square Securities, Inc. Glenwood Springs, CO Feb 1996 - Sep 2013 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
Contact Info for Scott G. Bolitho
Phone Number: 310-326-3100
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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