Michael J Scott

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

• 04/2015 → 08/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → 12/2025
  Truist Bank
  York, PA
• 11/2024 → 04/2025
  Truist Bank
  Dover, PA
• 08/2024 → 11/2024
  Truist Bank
  Dover, PA
• 08/2022 → 08/2024
  Brewskees Of Shiloh
  York, PA
• 09/2021 → 07/2022
  Unemployed
  Honey Brook, PA
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Bar Financial Partners By Cetera
  Dover, PA

Other Businesses

NAME OF OTHER BUSINESS: BAR FINANCIAL PARTNERS BY CETERA INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/1/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (OR OWNER/PARTNER), APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2026-01-16
• S63 Uniform Securities Agent State Law Examination
  2015-05-30

Other Names

• Mike J Scott
• Michael Jess Scott
• Michael Jess Scott
• Michael J Scott