SR
CFP
SR
CFP

Scott Rodabaugh

32 Years of Experience
New York, NY
Broker

Scott Rodabaugh is a CFP-designated registered investment advisor, based in New York, NY, with 32 years of industry experience.

Location

121 West 27th Street, New York, NY, 10001

Get directions

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 Activities

Scott owns Premiere Tax & Financial Svcs, providing tax preparation and accounting services, and spends about half his time on it. He also serves as treasurer for his condominium and works as a contractor providing tax preparation services to TaxMaster Financial Services Corp, and is President of Elite Tax Service, Inc.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2021 - September 2025 · 4 yrs 2 mos
Avantax Investment Services, INC.Broker
August 1993 - September 2025 · 32 yrs 1 mo
State Registrations21 states
CACTDCDEFLIDILMAMDMEMIMONCNJNVNYOHPATXVAVT
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 Rodabaugh - Financial Advisor | TrueAdvisor