Scot Sageser
Scot Sageser is a registered investment advisor at Cetera Investment Advisers LLC, based in Bremerton, WA, with 33 years of industry experience. Scot is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
500 Pacific Ave, Suite 200, Bremerton, WA, 98337
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Scot is involved in numerous organizations, including several Masonic organizations where he holds leadership positions. He also sells health, property, and casualty insurance through Doll and Defender LLC, Avantax Insurance Agency, and Defender Financial Services Group, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
World Equity Group, INC.
Financial Leadership Advisors, INC.
World Equity Group, INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Allstate Financial Services, LLCBroker
Investors Capital CORP.Broker
Nathan & Lewis Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Sii Investments, INC.Broker
Walnut Street Securities, INC.Broker
Investors Capital CORP.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations14 states
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
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