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Scott Stone

27 Years of Experience
Nashville, TN
Broker

Scott Stone is a registered investment advisor at Cetera Investment Advisers LLC, based in Nashville, TN, with 27 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

1008-B Forrest Avenue, Nashville, TN, 37206

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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 Activities

Scott oversees daily operations and works as a tax preparer at Advanced Tax & Income Services. He also serves as Chairman of the Teller Ministry at Shiloh Baptist Church, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
March 2004 - September 2025 · 21 yrs 6 mos
Avantax Investment Services, INC.Broker
October 1998 - September 2025 · 26 yrs 11 mos
State Registrations1 state
TN
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 Stone - Financial Advisor | TrueAdvisor