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Scott Rast

33 Years of Experience
Lake Como, NJ
BrokerSells Insurance

Scott Rast is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Como, NJ, with 33 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

Lake Como, NJ

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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

Scott is the owner of Rast Financial Services, LLC, which provides financial services and tax preparation, taking about two-thirds of his time. He also works as a musician, dedicating minimal time, and sells property and casualty insurance for businesses, dedicating minimal time, and sells fixed insurance products, dedicating nearly full-time.

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.
August 2009 - June 2021 · 11 yrs 10 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
January 2002 - January 2004 · 2 yrs
Stuart Stone & CO., LLCBroker
September 1994 - December 2001 · 7 yrs 3 mos
Mutual of Omaha Investor Services, INC.Broker
October 1992 - September 1994 · 1 yr 11 mos
Metlife Securities INC.Broker
May 1992 - September 1992 · 4 mos
Metropolitan Life Insurance CompanyBroker
May 1992 - September 1992 · 4 mos
State Registrations8 states
AZFLNCNJNYPAVTWI
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 Rast - Financial Advisor | TrueAdvisor