Stephen Scott
Stephen Scott is a registered investment advisor at Cetera Investment Advisers LLC, based in Kirkwood, MO, with 22 years of industry experience. Stephen 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
412 South Clay Avenue, Kirkwood, MO, 63122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is a CPA and owner of Scott, Scott and Co CPA and ScottCPA, dedicating about half his time to tax, accounting, and related services. He also owns Clay Avenue Properties LLC (office space rental), is a trustee for a homeowners association, and is involved with several athletic associations. Stephen sells fixed insurance products including life, health, disability, fixed annuities, and long-term care through Fixed Insurance with various companies and Scott Insurance Group, LLC DBA Scott Insurance, spending about a quarter of his time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations12 states
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