Scott Christopher Butera

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 11/2018
  Edelman Financial Services
  Bethesda, MD
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 05/2022
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 05/2022 → Present
  Lpl Financial Llc
  Bethesda, MD

Previous Registrations

• 2018-11-01 → 2022-06-10
  Edelman Financial Engines
  Bethesda, MD
• 2006-07-24 → 2018-11-01
  Edelman Financial Services, Llc
  Bethesda, MD
  Fairfax, VA
• 2001-04-06 → 2006-06-08
  Strategic Advisers Llc
  Washington, DC

Other Businesses

1. 05/12/2022 - BUTERA WEATH MANAGEMENT BY LPL FINANCIAL - Not Investment Related - At Reported Business Location(s), OFFICE 362 & 365, BETHESDA, MD 20817 - Other - EMPLOYEE MODEL BRAND NAME - Time Spent 100%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-22
• S65 Uniform Investment Adviser Law Examination
  1997-12-05

Designations

• Certified Financial Planner