SS
PFS
SS
PFS

Scott Stroud

1 Year of Experience
Petaluma, CA

Scott Stroud is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Petaluma, CA, with 1 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

14 Keller Street, Petaluma, CA, 94952

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott manages Petaluma Investment Group LLC, which holds real estate, and S4 Real Estate Holdings LLC, which will eventually be a vacation rental. He also serves as Athletic Director for St. Vincent CYO, Treasurer for North Bay CYO, CEO of North Bay Business Advisors Inc, and owner of Scott R Stroud, CPA DBA North Bay CPA, dedicating nearly full-time hours to the CPA business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2025 - September 2025 · 8 mos
State Registrations1 state
CA
Advisor

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.