Scott Stephen Sobiech
Investment adviser representative at Cetera Investment Advisers LLC
28 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
28 years in the industry.
- Cetera Advisors LLCMay 2016 to now
- Cetera Financial Specialists LLCMay 2016 to now
- Cetera Wealth Services, LLCMay 2016 to now
- Cetera Investment Advisers LLCJan 2014 to now
- Cetera Investment Services LLCMar 1998 to now
- First Allied Securities, Inc.May 2016 to Sep 2022
- Summit Brokerage Services, Inc.May 2016 to Dec 2019
- Girard Securities, Inc.May 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 3036854
- Firm CRD
- 105644