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Scott Waldron

12 Years of Experience
Tigard, OR
Broker

Scott Waldron is a registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 12 years of industry experience. Scott 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

14043 SW Walnut Creek Way, Tigard, OR, 97223

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2025 - Present · 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Voya Financial Advisors, INC.Broker
February 2018 - June 2021 · 3 yrs 4 mos
Diversified Investors Securities CORP.Broker
October 2006 - February 2011 · 4 yrs 4 mos
Gna Securities, INC.Broker
March 1989 - September 1989 · 6 mos
State Registrations3 states
IDORWA
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.
Scott Waldron - Financial Advisor | TrueAdvisor