SS
CFP
SS
CFP
Scott Shrader
22 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance
Scott Shrader is a CFP-designated registered investment advisor, based in Palm Beach Gardens, FL, with 22 years of industry experience.
Location
1983 PGA Blvd, Suite 102, Palm Beach Gardens, FL, 33408
Get directionsHistory
Regulatory History (1)
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Regulatory
April 2010Final
Other Business ActivitiesSells Insurance
Scott sells equity indexed annuities through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating minimal time. He also owns Palm Beach Car Club, LLC, Vault Financial, LLC (providing accounting services, tax preparation, and Medicare advice), is president of the Ferrari Club of America's Palm Beach chapter, subleases office space, and is a partner in The Napa Event.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
August 2004 - September 2025 · 21 yrs 1 mo
Avantax Investment Services, INC.Broker
July 2003 - September 2025 · 22 yrs 2 mos
State Registrations16 states
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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.