Scott Zardenetta is a registered investment advisor, based in San Diego, CA, with 4 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5898 Copley Dr., Suite 101, San Diego, CA, 92111
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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 insurance agent at Heritage Tax and Insurance, providing fixed annuities and life insurance advice, dedicating about 10-20% of his time. He also works as a delivery driver for Door Dash, spending about 10-20% to about a quarter of his time delivering groceries and store goods.
Employment History
Current Registrations
Copley Alternative Investments INC.Broker
Copley Financial Group, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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
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