Stephen Lawrence Scully

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

• 06/2012 → Present
  Networking Event Finders
  Algonquin, IL
• 08/2012 → 09/2016
  First Investors Advisory Services, Llc
  Lombard, IL
• 10/2012 → 09/2016
  First Investors Corporation
  Lombard, IL
• 09/2016 → 11/2018
  Foresters Financial Services
  Houston, TX
• 09/2016 → 06/2019
  Foresters Advisory Services Llc
  Houston, TX
• 07/2018 → 11/2018
  Foresters Financial Services
  Columbus, OH
• 08/2018 → 08/2018
  Foresters Financial Services
  Cincinnatti, OH
• 11/2018 → 06/2019
  Foresters Financial Services
  Houston, TX
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Houston, TX

Previous Registrations

• 2012-10-02 → 2019-06-21
  Foresters Advisory Services, Llc
  Lombard, IL
  Houston, TX
  Dublin, OH
  West Chester, OH

Exams

• S66 Uniform Combined State Law Examination
  2012-09-27
• S63 Uniform Securities Agent State Law Examination
  1987-08-04

Other Names

• Stephen Lawrence Scully
• Stephen Lawrewnce Scully