Scott Schickling
Scott Schickling is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Medina, NY, with 19 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
11075 West Center Street Ext, Medina, NY, 14103
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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
Scott sells equity indexed annuities through Avantax Insurance Agency LLC and is involved in construction, real estate, and tax preparation/accounting through various entities. He dedicates nearly full-time hours to tax preparation and accounting, about half his time to another tax preparation/accounting role, and minimal time to real estate activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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