Stephen Scott, financial advisor Kirkwood MO
93 score

Stephen Scott

CRD Number: 4607033
Current Firm: Cetera Investment Advisers LLC

Stephen Scott (CRD# 4607033) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kirkwood, MO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jan 2008 - Current 8
Cetera Financial Specialists LLC Schaumburg, IL Nov 2002 - Current 14
Scott, Scott And Co Cpa Kirkwood, MO Jul 1992 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Stephen P. Scott
Phone Number: 888-528-2987
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
93
Clean Record
This advisor has a clean track record with regulators.

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