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Scott Marcoe

9 Years of Experience
Folsom, CA
Broker

Scott Marcoe is a registered investment advisor, based in Folsom, CA, with 9 years of industry experience.

Location

620 Coolidge Dr Ste 165, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2025 - Present · 6 mos
Ameritas Investment Company, LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Securities America Advisors, INC.
September 2023 - May 2024 · 8 mos
Securities America, INC.Broker
March 2021 - May 2024 · 3 yrs 2 mos
Investacorp Advisory Services INC
January 2010 - November 2011 · 1 yr 10 mos
Investacorp, INC.Broker
November 2009 - November 2011 · 2 yrs
Securian Financial Services, INC.
March 2008 - April 2008 · 1 mo
Securian Financial Services, INC.Broker
January 2008 - April 2008 · 3 mos
Guardian Investor Services LLCBroker
May 2006 - December 2007 · 1 yr 7 mos
Planco Financial Services, LLCBroker
May 2005 - May 2006 · 1 yr
Aig Sunamerica Capital Services, INC.Broker
December 2003 - May 2005 · 1 yr 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Scott Marcoe - Financial Advisor | TrueAdvisor