Scott W Cavan
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedNov 2023 to Jun 2024
- Newburyport BankMay 2023 to Jul 2023
- Special Events of New England|May 2021 to Nov 2023
- UnemployedAug 2020 to May 2021
- Shaw'sJun 2020 to Aug 2020
- UnemployedOct 2018 to Jun 2020
- NhiaaMay 2017 to Oct 2018
- UnemployedMar 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7948311
- Firm CRD
- 104555