Scott Engell

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

• 06/1983 → 06/2021
  American Amicable
  Orlando, FL
• 04/1999 → Present
  Engell Insurance Brokerage, Inc
  Altamonte Springs, FL
• 09/2014 → 06/2021
  Voya Financial Advisors
  Deltona, FL
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-06-01 → 2021-06-11
  Voya Financial Advisors, Inc.
  Johns Island, SC
  Windsor, CT

Other Businesses

NAME OF ENTITY:Engell Insurance Brokerage Inc; Yes; 3410 OLIVIA MARIE LN; JOHNS ISLAND; SC; 29455; DBA; Owner; 7/1/1993; 160; 160; DBA for insurance products|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 3410 Olivia Marie Lane; Johns Island; SC; 29455; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/4/1999; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Alpha Omega Insurance Academy; Yes; 3410 Olivia Marie Lane; Johns Island; SC; 29455; insurance licensing classes; Owner; 1/1/2001; 2; 2; On line CE|

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-06
• S63 Uniform Securities Agent State Law Examination
  2000-05-01