Scott David Preston
Investment adviser representative at Preston Investments
28 yearsExperience
2 statesRegistered in
$197.7MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Preston Advisory Services LLCAug 2017 to now
- Preston InvestmentsAug 1998 to now
- Cetera Advisors LLCJan 2013 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Preston Investments
Legal name: Preston Advisory Services LLC
$197.7MAssets managed
2,528Clients
4Advisers
1 yearIn 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
- 3178664
- Firm CRD
- 289926