Scott
Pritchard

Cetera Investment Advisers LLC

CRD#7186821
Investment Advisor
in Monroeville, PA

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About this Advisor

Scott Pritchard is a financial advisor operating in Monroeville, Pennsylvania who has 1 year of relevant experience. Pritchard currently works for Cetera Investment Advisers LLC. The advisor has gained experience at Massmutual, Mml Investors Services, Pnc Bank, First National Bank, Ny Life Securities LLC, Brookstone Capital Management, Citizens Securities Inc, Citizens Securities, Inc, Cetera Investment Services LLC, Cetera Investment Advisers LLC and First National Bank Of Pa. Pritchard maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Cetera Investment Advisers LLC is an advisory company that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 employees. It oversees $33 billion in assets under management among its 176,986 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Cetera Investment Advisers LLC offers a number of services, such as 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 usually are based on the financial services provided. Fees billed by Cetera Investment Advisers LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Office Location

4220 William Penn Hwy
Monroeville, PA 15146

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

PA Average: $6,674,516,078
Total Number of Employees

3,094

PA Average: 44
Total Number of Accounts

176,986

PA Average: 2,564
Average Account Size

$188,469

PA Average: $2,603,165

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 Pritchard Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers LLC

2022 - Present (2 years)

First National Bank Of Pa

2022 - 2022 (< 1 year)

Citizens Securities, Inc

2021 - 2022 (1 year)

Citizens Securities Inc

2020 - 2020 (< 1 year)

Mml Investors Services

2020 - 2021 (1 year)

Brookstone Capital Management

2019 - 2020 (1 year)

Massmutual

2019 - 2019 (< 1 year)

Ny Life Securities LLC

2018 - 2020 (2 years)

First National Bank

2007 - 2018 (11 years)

Pnc Bank

*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 Pritchard 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

Stuart Wilson
Athens, AL
Ricardo Sanchez
Fort Lauderdale, FL
Howard Hsieh
Irvine, CA
Michelle Yang
San Marino, CA
Christopher Debeikes
Medford, OR
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
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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