Scott
Sade

Kestra Private Wealth Services, LLC

CRD#1069305
Investment Advisor
in Austin, TX

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About this Advisor

Scott Sade is a financial advisor working out of Austin, Texas with 8 years of industry experience. Sade works at Kestra Private Wealth Services, LLC. Sade has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Kestra Investment Services LLC and Kestra Private Wealth Services, LLC. Sade holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Kestra Private Wealth Services, LLC is a firm operating out of Austin, TX. The investment advisory business has offices in 42 locations and a total of 119 financial advisors. It administers $5 billion in assets under management across its 14,374 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 15 charitable organizations. Of its 14,374 accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which services are provided. However, fee types billed by Kestra Private Wealth Services, LLC can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5707 Southwest Parkway Bldg. 2 Ste 400
Austin, TX 78735

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$4,480,017,320

TX Average: $3,042,739,679
Total Number of Employees

119

TX Average: 49
Total Number of Accounts

14,374

TX Average: 2,315
Average Account Size

$311,675

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Scott Sade Work History

Scott has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Kestra Investment Services LLC

2015 - Present (9 years)

Kestra Private Wealth Services, LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2009 - 2015 (6 years)

Morgan Stanley Private Bank, National Association

1993 - 2015 (22 years)

Citigroup Global Markets Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Sade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Private Wealth Services, LLC

Benjamin Mcdonald
Huntersville, NC
Mark Yadron
Austin, TX
Krista Murray
Brea, CA
Amir Dadabhoy
Huntersville, NC
Theodore Horowitz
Austin, TX
Jeffrey Mramor
Austin, TX
Kristoffer Fu
Brea, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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