Scot Patrick Sageser
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Doll & Defender, LLCFeb 2023 to now
- Valley of Bremerton Scottish RiteFeb 2019 to now
- Franklin Lodge No 5Nov 2017 to now
- Scottish Rite Scholarship Foundation of WashingtonFeb 2017 to now
- Defender Financial Services GroupMay 2015 to now
- Defender Financial Services Group dba Fraternal Advisors NetworkMay 2015 to now
- LegalshieldMar 2007 to now
- Avantax Advisory ServicesSep 2024 to Sep 2025
- Avantax Insurance Agency, LLCSep 2024 to Sep 2025
- Avantax Investment Services Inc.Sep 2024 to Sep 2025
- World Equity Group, Inc.Jun 2007 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2390418
- Firm CRD
- 105644