Scott
Derwick

Cetera Advisor Networks LLC

CRD#3146641
Investment Advisor
in Olean, NY

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About this Advisor

Scott Derwick is a certified financial planner working out of Olean, New York with 2 years of industry experience. Derwick currently works for Cetera Advisor Networks LLC. Over the course of their career, Derwick has held roles at Avantax Investment Services, Inc, Business/Management Consultant, Fox Financial, Fox Holdings, Inc Dba H&R Block And Fox Financial Services, Avantax Insurance Agency, LLC, Avantax Advisory Services and Cetera Advisor Networks. Derwick holds a Series 63 license, designating them as a securities representative, and is approved to work in New York. Cetera Advisor Networks LLC is a business that has its headquarters in El Segundo, CA. It has offices in 889 locations and a total of 2,881 financial advisors. It handles $47 billion in assets under management across its 192,956 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 664 charities and foundations. Of its 192,956 customer accounts, 27% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a wide range 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 are offered. Fee types billed by Cetera Advisor Networks LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

487 N Union St
Olean, NY 14760

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

NY Average: $7,578,581,321
Total Number of Employees

2,881

NY Average: 43
Total Number of Accounts

192,956

NY Average: 3,727
Average Account Size

$241,772

NY Average: $2,033,427

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 Derwick Work History

Scott has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Cetera Advisor Networks

2015 - Present (9 years)

Avantax Insurance Agency, LLC

2012 - Present (12 years)

Business/Management Consultant

1999 - Present (25 years)

Fox Financial

1999 - Present (25 years)

Avantax Advisory Services

1998 - Present (26 years)

Avantax Investment Services, Inc

1998 - Present (26 years)

Fox Holdings, Inc Dba H&R Block And Fox Financial Services

*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 Derwick 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 Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

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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