SM
SM

Scott Morley

36 Years of Experience
Reno, NV
BrokerSells Insurance

Scott Morley is a registered investment advisor at Cetera Investment Advisers LLC, based in Reno, NV, with 36 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
Loading...

Location

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Scott is an independent insurance broker selling insurance products since 2012, dedicating nearly full-time hours to this activity. He also serves as Vice President for Team Referral Network and Secretary for Chino Hills Bourbon Society, spending minimal time on these roles.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2021 - Present · 5 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
June 2017 - June 2021 · 4 yrs
Voya Financial Advisors, INC.Broker
April 2012 - June 2021 · 9 yrs 2 mos
Next Financial Group, INC.Broker
October 2005 - April 2012 · 6 yrs 6 mos
Veritrust Financial, LLCBroker
April 2002 - October 2005 · 3 yrs 6 mos
Aragon Financial Services, INC.Broker
March 1997 - April 2002 · 5 yrs 1 mo
Sunamerica Securities, INC.Broker
July 1996 - February 1997 · 7 mos
Aragon Financial Services, INC.Broker
October 1989 - December 1995 · 6 yrs 2 mos
Fms Securities, INC.Broker
May 1989 - August 1989 · 3 mos
State Registrations14 states
AZCACOFLHIIDKYNVOKSDTNTXUTWA
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 Morley - Financial Advisor | TrueAdvisor