Rex Walter 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

• 01/1983 → Present
  Scotts Accounting And Tax Service
  Mt. Vernon, IL
• 11/1999 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2001 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2022 → Present
  Scott Wealth Management, Llc
  Mt Vernon, IL

Other Businesses

1) SCOTTS ACCOUNTING AND TAX SERVICE, OWNER SINCE 1/1/83-PREP TAX RETS, ACCTG & GEN BUS SVC-20HR/WK; 2) GREENHEAD INVESTMENTS, INC., NOT INV REL, SAME AS REGISTERED ADDRESS, COMMERCIAL RENTAL PROPERTY, SINCE 01/1997, 1H/WK, PRESIDENT, COLLECT RENTS & PAY INVOICES. 3) NAME OF OTHER BUSINESS: SCOTT WEALTH MANAGEMENT, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX SERVICES, 'POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS;

Exams

• S66 Uniform Combined State Law Examination
  2001-06-21
• S63 Uniform Securities Agent State Law Examination
  1998-11-10