Scott Lopresti is a registered investment advisor, based in Austin, TX, with 19 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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 President/Owner of Lodi Wealth Advisors, an insurance business, and an IAR with Kestra Advisory Services. He also serves as Chief Administrative Officer for Rectangle Health, a healthcare technology company, dedicating about a quarter of his time to each of these roles.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
LPL Financial LLC
LPL Financial LLCBroker
Ameritas Investment CORP.Broker
Metlife Securities INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations17 states
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