Scott
Shulman
Cetera Investment Advisers LLC
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About this Advisor
Scott Shulman is a financial advisor operating in Boca Raton, Florida who has 19 years of relevant experience. Shulman is on the advisory team at Cetera Investment Advisers LLC. During their career, the advisor has held roles at Lundy, Shacter, Shulman & Kaplan P.A, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Hco Broward, LLC, Gutta, Sharfi, And Co Cpas Inc and Scott Shulman, Cpa, P.A. Shulman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Cetera Investment Advisers LLC is a financial advisory business operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 people on staff. It handles $33 billion in assets under management between its 176,986 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 accounts, 23% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on the type of financial services offered. However, fee types charged by Cetera Investment Advisers LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
- Educational seminars/workshops
Scott Shulman Work History
Scott has been registered as a financial advisor for 19 years.*
Scott Shulman, Cpa, P.A
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Gutta, Sharfi, And Co Cpas Inc
Hco Broward, LLC
Lundy, Shacter, Shulman & Kaplan P.A
*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 Shulman 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 Cetera Investment Advisers LLC
West Monroe, LA
Gulfport, MS
Irvine, CA
New York, NY
Evans, GA
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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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