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Scott Sade

Kestra Private Wealth Services, LLC
43 Years of Experience
Stuart, FL
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Scott Sade is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Stuart, FL, with 43 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Kestra Private Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

477 Riverside Drive, Stuart, FL, 34994

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2013
Settled
Customer Dispute
October 2009
Settled
Customer Dispute
March 2009
Withdrawn
Customer Dispute
September 2006
Denied
Customer Dispute
August 1994
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
May 2015 - Present · 11 yrs 5 mos
Kestra Investment Services, LLC
May 2015 - Present · 11 yrs 5 mos
Kestra Investment Services, LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley
June 2009 - March 2015 · 5 yrs 9 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
January 1993 - July 1993 · 6 mos
Painewebber IncorporatedBroker
October 1986 - January 1993 · 6 yrs 3 mos
J. B. Hanauer & CO.Broker
October 1982 - October 1986 · 4 yrs
State Registrations20 states
ARCACOCTFLGAIAINLAMAMIMTNCNJNVNYOHPATXWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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