Scott Sade, financial advisor Stuart FL
83 score

Scott Sade

CRD Number: 1069305
Current Firm: Kestra Private Wealth Services, LLC

Scott Sade (CRD# 1069305) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Stuart, FL and has over 33 years of experience in the finance industry.

Similar Advisors
Robert Silvani, financial advisor Stuart FL
Robert E. Silvani
CRD# 1009276
Morgan Stanley
Score
98
Similar Advisors
James Anna, financial advisor Stuart FL
James Anna
CRD# 2139200
Legend Advisory Corporation
Score
96
Similar Advisors
Mary Askland, financial advisor Stuart FL
Mary G. Askland
CRD# 3038660
Lincoln Financial Advisors Corporation
Score
96
Company Name Location Dates Years
Kestra Investment Services LLC Stuart, FL Apr 2015 - Current 1
Kestra Private Wealth Services, LLC Stuart, FL Apr 2015 - Current 1
Morgan Stanley Smith Barney Stuart, FL Jun 2009 - May 2015 5
Citigroup Global Markets Inc. Stuart, FL Jul 1993 - May 2015 21
Morgan Stanley Private Bank, National Association New York, NY Jun 2009 - Feb 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination May 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Scott B. Sade
Phone Number: 800-214-8341
Firm Website: http://washwm.com/
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    926
    MILLIONS
  • Total Number of Accounts
    3,545
    ACCOUNTS
  • Average Account Value
    $261,243
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.