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Scott Ziska

25 Years of Experience
Westlake, OH
2 DisclosuresBrokerSells Insurance

Scott Ziska is a registered investment advisor at LPL Financial LLC, based in Westlake, OH, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

27865 Clemens Road, Suite 4, Westlake, OH, 44145

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2007
Closed-No Action
Customer Dispute
July 2007
Withdrawn
Other Business ActivitiesSells Insurance

Scott provides investment advisory services through Stratos Wealth Partners LTD, dedicating nearly full-time hours to this activity. He also spends about a quarter of his time on non-variable insurance through Stratos Wealth Partners, LTD and owns rental real estate properties.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 1 yr 5 mos
Stratos Wealth Partners, LTD
August 2010 - Present · 16 yrs 1 mo
LPL Financial LLCBroker
February 2009 - Present · 17 yrs 7 mos
Previous Registrations
LPL Financial Corporation
October 2009 - December 2010 · 1 yr 2 mos
Lincoln Financial Advisors CorporationBroker
February 2003 - February 2009 · 6 yrs
The Lincoln National Life Insurance CompanyBroker
February 2003 - May 2006 · 3 yrs 3 mos
Lincoln Financial Advisors Corporation
February 2003 - February 2009 · 6 yrs
New England SecuritiesBroker
July 2002 - January 2003 · 6 mos
Park Avenue Securities LLCBroker
October 2000 - July 2002 · 1 yr 9 mos
State Registrations25 states
ARAZCAFLGAHIILINLAMDMIMOMSNCNMNVNYOHOKORPASCTXVAWV
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 Ziska - Financial Advisor | TrueAdvisor