Scott Winslow, financial advisor Wilmington NC

Scott Winslow

CRD Number: 2847965
Current Firm: Cetera Advisors LLC

Scott Winslow (CRD# 2847965) is an Investment Advisor Representative working at Cetera Advisors LLC in Wilmington, NC and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Sep 2013 - Current 6
First-citizens Bank & Trust Company Wilmington, NC Aug 2001 - Sep 2013 12
First Citizens Investor Services, Inc. Raleigh, NC Aug 2001 - Sep 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Scott A. Winslow
Phone Number: 800-929-3485
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    15,071
    MILLIONS
  • Total Number of Accounts
    58,946
    ACCOUNTS
  • Average Account Value
    $255,680
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, WY

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

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