Jay Scott Trousdale
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Great Scott Consulting, LLC d/b/a Totus Wealth ManageAug 2026 to now
- Totus Wealth ManagementApr 2024 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Trousdale's Math TutoringOct 2023 to now
- Cetera Advisors LLCAug 2023 to now
- Inspired Wealth SolutionsAug 2023 to Jun 2024
- AgiaDec 2022 to Jul 2023
- Valic Financial Advisors, Inc.Sep 2022 to Jul 2023
- Baw Sports (bike Link of Hoover)May 2019 to Sep 2022
- St. Joseph Catholic SchoolAug 2017 to May 2019
- Pisgah High SchoolAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7599836
- Firm CRD
- 105644