Scott Mcgillivray
Scott Mcgillivray is a registered investment advisor at Cetera Investment Advisers LLC, based in Salem, OR, with 11 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
Firm Size
IM Fee
Assets Under Management
Location
3468 Liberty Rd S, Salem, OR, 97302
Get directionsHistory
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 owner of Great Oak Advisors Inc, a financial services business, and spends full-time hours there. He also owns rental real estate, dedicating minimal time, and is an agent selling life insurance, annuities, and long-term care with various companies, spending full-time hours there. Scott is also the President/Owner of Proper Effort LLC, a holding company, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
State Registrations13 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.