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Scott Stephen Cheeseman

Principal Advised Services

Orlando, FL

CRD 2516589

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Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-04-05
FL RA APPROVED 2023-01-03
  • IA RA
    APPROVED
    Since 2024-04-05
  • FL RA
    APPROVED
    Since 2023-01-03

Branch Locations

Orlando, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Co Orlando FL 07/2015 Present
Principal Securities Inc Orlando FL 07/2015 Present
Principal Advised Services Orlando FL 10/2022 Present
  • 07/2015 → Present
    Principal Life Insurance Co
    Orlando, FL
  • 07/2015 → Present
    Principal Securities Inc
    Orlando, FL
  • 10/2022 → Present
    Principal Advised Services
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-08
S65 Uniform Investment Adviser Law Examination 2008-02-19
S63 Uniform Securities Agent State Law Examination 2007-04-11
  • S66 Uniform Combined State Law Examination
    2014-10-08
  • S65 Uniform Investment Adviser Law Examination
    2008-02-19
  • S63 Uniform Securities Agent State Law Examination
    2007-04-11
Other Names
  • Scott S Cheeseman
  • Scott S Cheeseman

View on SEC IAPD

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