Scott Kogler is a PFS-designated registered investment advisor, based in Rochester, NY, with 22 years of industry experience.
Location
100 Meridian Centre Blvd, Suite 200, Rochester, NY, 14618
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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 a member/partner at Davie Kaplan Wealth Care Advisors, LLC, and provides financial services to clients. He also serves as treasurer for Monroe Community College Foundation and as trustee for three different grantor trusts, dedicating about 10-20% of his time to Davie Kaplan Wealth Care Advisors, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Dkcb Financial Advisors, LLC
Davie Kaplan Wealth Care Advisors, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations11 states
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