Scott David Shrader

Current Employers

Employment History

• 12/2002 → 09/2025
  Avantax Investment Services, Inc.
  Palm Beach Gardens, FL
• 07/2004 → 09/2025
  Avantax Advisory Services
  Palm Beach Gardens, FL
• 07/2014 → 09/2025
  Avantax Insurance Services, Llc
  Palm Beach Gardens, FL
• 09/2016 → Present
  Palm Beach Car Club, Llc
  Palm Beach Gardens, FL
• 09/2012 → Present
  Vault Financial Llc Dba Vault Wealth
  Palm Beach Gardens, FL
• 04/2024 → Present
  The Napa Event
  Palm Beach Gardens, FL
• 03/2023 → Present
  Sublease (Vault Financial Llc)
  Palm Beach Gardens, FL
• 01/2020 → Present
  Ferrari Club Of America, Florida Region
  Palm Beach, FL
• 08/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Palm Beach Gardens, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2004-08-04 → 2025-09-05
  Avantax Advisory Services
  Burlington, NJ
  Palm Beach Gardens, FL

Other Businesses

1) Palm Beach Car Club, LLC~1983 PGA Blvd Suite 102~Palm Beach Gardens~FL~33408~Other~Owner~9/1/2016~10hrs~5hrs~I oversee the operations which consist of choosing venues, developing relationships with sponsors, developing relationships with car owners. 2) NAME OF OTHER BUSINESS: VAULT FINANCIAL LLC DBA VAULT WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES AND TAX SERVICES, START DATE: 09/2012, POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: TAX AND FINANCIAL SERVICES; 3) FERRARI CLUB OF AMERICA, PALM BEACH CHAPTER POSITION: Club President NATURE: President of not for profit local chapter of a car club. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: PO Box 452, Palm Beach FL 33480, United States DESCRIPTION: Preside over organization. Run a monthly board meeting. Set up car meets 4) SUBLEASE (VAULT FINANCIAL LLC) POSITION: Sublease NATURE: Subleasing two small individual offices in my office to real estate agents INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 1983 PGA Blvd, Suite 102, Palm Beach Gardens FL 33408, United States DESCRIPTION: None 5) THE NAPA EVENT POSITION: Partner NATURE: Same as Palm Beach Car Club, just adding a second event with partners in Napa Valley, CA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 1983 PGA Blvd, Suite 102, Palm Beach Gardens FL 33408, United States DESCRIPTION: Help source cars and sponsors for an annual event. 6) FERRARI CLUB OF AMERICA, FLORIDA REGION POSITION: Regional Director NATURE: Regional Director of not for profit car club. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: PO Box 452, Palm Beach FL 33480, United States DESCRIPTION: Preside over 8 chapters. Run a monthly board meeting Assist with events 7) Vault Financial, LLC DBA Vault Wealth Management; Owner/Sole Proprietor; Accounting Services/Tax PreparationMedicare Advice; NIR; 80; 40; 08/24/2012; 1983 PGA Blvd Suite 102 Palm Beach Gardens FL 33408; Prepare taxes and supervise others preparing taxesAdvise clients on Medicare

Exams

• S66 Uniform Combined State Law Examination
  2003-04-07

Designations