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Catherine Scrivano

38 Years of Experience
Phoenix, AZ
BrokerSells Insurance

Catherine Scrivano is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 38 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2525 W Carefree Hwy Bldg 2, Ste 112, Phoenix, AZ, 85085

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Catherine is the President/Owner of Casco Financial Group, a financial services firm, and also sells fixed insurance products, including life, annuities, and long-term care. She also participates in several volunteer and real estate activities, each requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 1988 - Present · 38 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2002 - June 2023 · 20 yrs 11 mos
International Financial Services Capital CorporationBroker
August 1987 - February 1988 · 6 mos
State Registrations27 states
ALAZCACOFLGAHIIAIDILINKSKYMDMINCNJNMNVORSCTNTXUTVAWAWI
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.