Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bennett Sade is a financial advisor with over 40 years of experience in the industry. Scott has worked with a variety of firms, including Citigroup Global Markets Inc, Morgan Stanley Smith Barney, and Kestra Private Wealth Services, LLC. Scott has a broad range of experience and expertise in investment management, financial planning, and estate planning. Scott is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
03/20/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
FL
06/01/2009 - 03/10/2015
MORGAN STANLEY (STUART FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STUART FL)
NY
01/28/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
10/01/1986 - 01/15/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/11/1982 - 10/14/1986
J. B. HANAUER & CO.
IA
Issued 05/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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