Scott
Cashman
Cetera Investment Advisers LLC
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About this Advisor
Scott Cashman is a certified financial planner operating out of Worcester, Massachusetts. Cashman is on the advisory team at Cetera Investment Advisers LLC. During their career, the advisor has held roles at Bowditch & Dewey, Llp, Securities America, Inc, Us Army, Patriot Financial Group, Tax Data LLC, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Cashman has a Series 63 license, designating them as a securities agent, and is approved to operate in Massachusetts. Cetera Investment Advisers LLC is a financial advisory firm based in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 people on staff. It manages $33 billion in assets under management between its 176,986 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 431 charitable organizations. Of its 176,986 client accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC provides a broad array 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 charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Cetera Investment Advisers LLC likely include any 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
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$33,356,369,941
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,094
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
176,986
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$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 Cashman Work History
Scott has been registered as a financial advisor for 0 years.*
Cetera Investment Advisers LLC
Patriot Financial Group
Cetera Financial Specialists LLC
Tax Data LLC
Bowditch & Dewey, Llp
Us Army
Securities America, 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 Cashman 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
San Marino, CA
Athens, AL
Philadelphia, PA
Irvine, CA
Oklahoma City, OK
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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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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