Scott Gill is a CFP-designated registered investment advisor, based in Santa Clara, CA, with 16 years of industry experience.
Location
4633 Old Ironsides Drive, Ste. 430, Santa Clara, CA, 95054
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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 an advisory representative of a RIA, spending about 10-20% of his time on investment-related activities. He is also an independent insurance agent and an investment advisor representative with Special Needs Planning Group, where he sells life and health insurance, dedicating nearly full-time hours to investment and trading activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
MML Investors Services, INC.Broker
State Registrations2 states
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.