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Scott S
Series 63, Series 65
West Jefferson, NC
Kestra Private Wealth Services, LLC
Scott Sade is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Kestra since 2015. Outside of his advisory role, he is active in real estate through multiple ownership and management positions and serves on various community boards including the Martin County Estate Planning Council and the Martin County Chamber of Commerce. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages over $13 billion in client assets and provides access to a broad range of investment products and platforms, with operational support including affiliations with a trust company and specialized retirement and insurance-related services.
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