Scott Shulman
Scott Shulman is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, 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
Firm Size
IM Fee
Assets Under Management
Location
5550 Glades Rd, Ste 500, Boca Raton, FL, 33431
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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 is the owner and CPA at Scott Shulman, CPA, P.A. since 2021, spending about a quarter of his time preparing audits, accounting, and tax returns. He also sells health insurance, is treasurer for Rotary Club of Plantation and Broward Business Network, and manages Shulman Investments, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
State Registrations2 states
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