Scott Derwick
Scott Derwick is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Olean, NY, 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
Firm Size
IM Fee
Assets Under Management
Location
487 N Union St, Olean, NY, 14760
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Regulatory History
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 ActivitiesSells Insurance
Scott sells life, health, annuities, and long-term care insurance with various companies, dedicating a few hours per week. He also manages office employees and prepares tax returns as a shareholder of Fox Holdings, Inc DBA H&R Block and Fox Financial Services, which takes about full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Avantax Investment Services, INC.Broker
State Registrations13 states
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