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Scott Reed

25 Years of Experience
Glastonbury, CT
BrokerSells Insurance

Scott Reed is a registered investment advisor at Cetera Investment Advisers LLC, based in Glastonbury, CT, with 25 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

95 Glastonbury Blvd, Suite 210, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott is the President/Owner of Reed Financial Planning Services, LLC, a financial services DBA, and works there full-time selling fixed insurance, securities, and investment products. He is also an independent insurance agent selling fixed insurance products, dedicating about a quarter of his time, and owns Glastonbury Sports Photography and works as a photographer for SmugMug.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
January 2011 - June 2021 · 10 yrs 5 mos
Voya Financial Advisors, INC.
January 2011 - June 2021 · 10 yrs 5 mos
Ing Financial Advisers, LLC
July 2006 - January 2011 · 4 yrs 6 mos
Ing Financial Advisers, LLCBroker
December 2003 - January 2011 · 7 yrs 1 mo
Ing Funds Distributor, LLCBroker
February 2002 - November 2003 · 1 yr 9 mos
Aeltus Capital, INCBroker
October 2001 - December 2001 · 2 mos
Aetna Investment Services, INC.Broker
June 1999 - August 2000 · 1 yr 2 mos
State Registrations18 states
COCTDCFLGAMAMENCNHNYORPARISCUTVAVTWA
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 Reed - Financial Advisor | TrueAdvisor