Scott Tobe
Scott Tobe is a registered investment advisor at Kestra Advisory Services, LLC, based in Pittsburgh, PA, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
525 William Penn Place, Suite 3401, Pittsburgh, PA, 15219
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2017Other Business Activities
Scott is involved in various investment-related activities, including private equity and angel investing through multiple LLCs, and provides investment advisory services through Kestra Advisory Services and Signature Select Wealth, LLC. He also serves on the board of the Jewish Federation of Greater Pittsburgh and Entrepreneurs org, and co-hosts a podcast, spending nearly full-time on registered rep activities through Kestra Investment Services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Signature Select Wealth
NFP Advisor Services, LLC
Commonwealth Financial NetworkBroker
Putnam Retail Management Limited PartnershipBroker
State Registrations39 states
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.