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Scott Slacum

22 Years of Experience
Manassas, VA
BrokerSells Insurance

Scott Slacum is a registered investment advisor at Cetera Investment Advisers LLC, based in Manassas, VA, with 22 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

9265 Corporate Circle, Manassas, VA, 20110

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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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Other Business ActivitiesSells Insurance

Scott is an independent insurance agent selling fixed insurance products since 2004, dedicating minimal time. He also works as a Client Service Rep for Rosenthal Wealth Management Group, spending nearly full-time selling and servicing fixed insurance and securities products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 2019 - June 2021 · 2 yrs 3 mos
Voya Financial Advisors, INC.Broker
June 2003 - June 2021 · 18 yrs
State Registrations27 states
ALARAZCACOCTDCDEFLGAMAMDMNNCNJNMNYOHOKORPASCTXUTVAWAWV
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 Slacum - Financial Advisor | TrueAdvisor