MS
CFP
MS
CFP

Marco Scalco

17 Years of Experience
Long Beach, CA
BrokerSells Insurance

Marco Scalco is a CFP-designated registered investment advisor, based in Long Beach, CA, with 17 years of industry experience.

Location

207 East Broadway, Unit 201, Long Beach, CA, 90802

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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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Other Business ActivitiesSells Insurance

Marco receives referral fees from ADP, owns Scalco Financial providing financial services full-time, and is an advisor for Avantax Insurance Agency dedicating about a quarter of his time to insurance sales. He also has ownership in SNH Broadway, LLC, dedicating minimal time, sells indexed linked annuities, and subleases office space.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
January 2009 - October 2019 · 10 yrs 9 mos
1st Global Capital CORP.Broker
January 2009 - October 2019 · 10 yrs 9 mos
State Registrations14 states
AZCACOFLGAHIKSKYNCNVORTXVAWA
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.
Marco Scalco - Financial Advisor | TrueAdvisor