Scott Allen Holman

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2017 → Present
  Edward Jones
  St Louis, MO
• 04/2016 → 11/2016
  Meisinger Usa
  Phoenix, AZ
• 11/2016 → 01/2017
  Unemployed
  Phoenix, AZ
• 08/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2026 → Present
  Cetera Investment Advisers Llc
  Phoenix , AZ

Previous Registrations

• 2017-05-15 → 2026-08-25
  Edward Jones
  Phoenix, AZ
  St Louis, MO
  Phoenix, AZ
  Scottsdale, AZ
  Fountain Hills, AZ
  Scottsdale, AZ

Other Businesses

1. IRONWOOD FAMILY WEALTH ADVISORS, DBA FOR CETERA BUSINESS; 2. EIGHTEEN PROPERTIES LLC, USED FOR RENTAL PROPERTY THAT WAS LIQUIDATED, 100% OWNER, 0-1/HRS/WK; 3. VICEROY HOLDINGS LLC, FLOW THROUGH ENTITY FOR BUSINESS AT CETERA, 100% OWNER, 0-1/HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2017-03-11
• S63 Uniform Securities Agent State Law Examination
  2007-09-21

Other Names

• Scott Holman
• Scott Allen Holman
• Scott Allen Holman
• Scott Allen Holman