Elizabeth Scafa
Elizabeth Scafa is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pennington, NJ, with 26 years of industry experience. Elizabeth 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
54 Route 31 N, 1st Floor, Pennington, NJ, 08534
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Elizabeth sells equity indexed annuities through Avantax Insurance Agency LLC and fixed products through Athene Insurance, dedicating minimal time to each. She also owns Scafa Financial Services, LLC, spending nearly full-time on operational and marketing activities, and is involved in various trusts and estate planning matters.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations24 states
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