Scott Sade
Scott Sade is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, with 43 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2013Customer Dispute
October 2009Customer Dispute
March 2009Customer Dispute
September 2006Customer Dispute
August 1994Other Business ActivitiesSells Insurance
Scott is involved in several business activities, including insurance sales through TrueChoice Financial Group LLC, real estate sales, recreational activities, and various real estate holding and rental properties. He also serves as a managing director for The Sade Group Private Wealth Management, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
J. B. Hanauer & CO.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.