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Scott Aitken

14 Years of Experience
Chandler, AZ
1 DisclosureBrokerSells Insurance

Scott Aitken is a registered investment advisor at Cetera Investment Advisers LLC, based in Chandler, AZ, with 14 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3200 W Ray Road, Suite 101, Chandler, AZ, 85226

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History

Regulatory History (1)
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Criminal
April 2002
Final Disposition
Other Business ActivitiesSells Insurance

Scott works as a financial advisor for Wilde Wealth Management and W Family Offices, dedicating about a quarter of his time to each. He also sells life insurance, annuities, and long-term care products, but spends minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
May 2019 - Present · 7 yrs
Cetera Advisors LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
Cetera Advisors LLC
May 2019 - March 2024 · 4 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - May 2019 · 6 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2019 · 6 yrs 7 mos
Chase Investment Services CORP.
January 2012 - October 2012 · 9 mos
Chase Investment Services CORP.Broker
October 2011 - October 2012 · 1 yr
State Registrations19 states
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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.