Scott B. Sade

KESTRA PRIVATE WEALTH SERVICES

STUART, FL 34994

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CRD#: 1069305

Professional summary

Scott Bennett Sade, CIMA® is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Stuart, Florida and KESTRA INVESTMENT SERVICES, LLC located in Stuart, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 52, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: TrueChoice Financial Group LLC Inv Rel: Y Address: 7111 Fairway Dr, Suite 205 Palm Beach Gardens FL 33418 NOB: Insurance Title: sales Start Date: 4/7/2021 Hrs/mth: 0-16 Duties: sales Name: SAILFISH REALTY COMMERCIAL LLC Inv Rel: N Address: 312 SE DENVER AVE stuart FL 34994 Title: salesman Strt Date: 4/5/2017 Hrs/mth: 0-16 Duties: R E SALES Name: 134 Crestwood, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate;Rental property Title: owner Strt Date: 2/22/2012 Hrs/mth: 0-16 Duties: owner Name: RobinshouseLLC Inv Rel: Y Address: 2901 SW Lake ter palm city FL 34990 NOB:Real Estate Title: co mgr, Strt Date: 4/25/2016 Hrs/mth: 0-16 Duties: none Name: MARTIN COUNTY ESTATE PLANNING COUNCIL Inv Rel: N Address: 2300 SE MONTEREY RD, #100 STUART FL 34996 NOB:Board Title: MEMBER Strt Date: 11/1/2012 Hrs/mth: 0-16 Duties: none Name: Martin County Chamber of Commerce Inv Rel: N Address: 1650 S Kanner Highway stuart FL 34994 NOB: Board Title: TTEE Strt Date: 5/3/2018 Hrs/mth: 0-16 Duties: TTEE Name: THE SADE GROUP PRIVATE WEALTH MANAGEMENT, LLC Inv Rel: Y Address: 477 SE RIVERSIDE DRIVE STUART FL 34994 NOB: Reg Rep through Kestra I S, LLC using a DBA name; outside RIA Title: Mng DIRECTOR Strt Date: 5/1/2015 Hrs/mth: 100%+ (More than 160 hours) Duties: Mng DIRECTOR Name: Newport Condo Phase II Inv Rel: N Address: Newport Condo Freeport FO - ForeignBahamas 00000 NOB: Board ; Real Estate; Condo HOA Title: President of HOA Strt Date: 3/1/2014 Hrs/mth: 0-16 Duties: Board Member. Help run and operate the 5 unit building. Name: 477 Riverside, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: R E; rental property Title: owner Strt Date: 2/25/2015 Hrs/mth: 0-16 Duties: owner Name: Good Grief, LLC Inv Rel: N Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: 40' Sport Fish Boat Title: owner Strt Date: 2/27/2007 Hrs/mth: 0-16 Duties: owner Name: Smileyhouse, LLC Inv Rel: No Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate Title: Owner Strt Date: 12/3/2012 Hrs/mth: 0-16 Duties: Property Management Name: Binscott Properties, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Holding Company Title: owner Strt Date: 9/10/2014 Hrs/mth: 0-16 Duties: owner Name: Lucky Star Farms, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate; Rental Property Title: owner Strt Date: 9/10/2014 Hrs/mth: 0-16 Duties: owner Name: Jefferson NC, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate Title: Sole owner Strt Date: 2/9/2011 Hrs/mth: 0-16 Duties: owner Name: Palm City Realty, LLC Inv Rel: Y Address: 2901 SW Lake Terrace Palm City FL 34990 NOB: Real Estate Title: owner Start Date: 2/1/1996 Hrs/mth: 0-16 Duties: owner Name: REAL ESTATE OF FLORIDA POSITION: Sales NATURE: R E Invst RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 STRT DATE: 10/11/2022 ADDRESS: 2391 SE Ocean Blvd, Stuart FL 34996 DESCRIPTION: R E Sales Name: RIVERSIDE PRIVATE WEALTH MANAGEMENT POSITION: Sr Partner NATURE: Insurance Invst RELATED: Yes # OF HRS: 160 SECURITIES TRADING HRS: 132 STRT DATE: 09/26/2024 ADDRESS: 477 SE RIVERSIDE DRIVE, STUART FL 34994 DESCRIPTION: Sr Partner Name: MVBIRDIE LLC POSITION: OWNER NATURE: SPORT FISHING BOAT INVESTMENT RELATED: No # OF HRS: 8 SECURITIES TRADING HRS: 2 STRT DATE: 06/04/2025 ADDRESS: 477 SE RIVERSIDE DR, #R, STUART FL 34994, United States DESCRIPTION: OWNER Name: 10X AVIATION PARTNERS LLC POSITION: OWNER NATURE: AIRPLANE INVESTMENT RELATED: No # OF HRS: 8 SECURITIES TRADING HRS: 2 STRT DATE: 05/30/2025 ADDRESS: 477 SE RIVERSIDE DR, #R, STUART FL 34994, United States DESCRIPTION: OWNER Name: WRENNSCOTT PROPERTIES LLC POSITION: MEMBER NATURE: R E INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025 ADDRESS: 132 GARVEY COVE LN, WEST JEFFERSON NC 28694, United States DESCRIPTION: REAL ESTATE INVESTMENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Bennett Sade's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 15, 2015 - Present

KESTRA PRIVATE WEALTH SERVICES, LLC

Office #1: 477 Riverside Drive, Stuart, FL 34994

RIA

CRD#: 155193

STUART, FL

Current

May 7, 2015 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 477 Se Riverside Drive, Stuart, FL 34994

CRD#: 42046

Stuart, FL

Past

June 1, 2009 - March 10, 2015

MORGAN STANLEY

RIA

CRD#: 149777

STUART, FL

Past

June 1, 2009 - March 10, 2015

MORGAN STANLEY

CRD#: 149777

STUART, FL

Past

July 31, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

STUART, FL

Past

July 31, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

STUART, FL

Past

January 28, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 1, 1986 - January 15, 1993

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 11, 1982 - October 14, 1986

J. B. HANAUER & CO.

CRD#: 6958

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD#: 155193 / SEC#: 801-71936

RIA

Registered Investment Advisory firm - (11/22/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(8/14/2015)

California
(5/20/2015)

Colorado
(4/27/2022)

Connecticut
(5/19/2015)

Florida
(5/15/2015)

IAR

Florida
(5/15/2015)

Georgia
(5/18/2015)

Indiana
(8/19/2015)

Iowa
(5/23/2023)

Louisiana
(10/30/2019)

Massachusetts
(6/1/2015)

Michigan
(10/13/2025)

Montana
(5/29/2015)

Nevada
(10/16/2015)

New Jersey
(5/21/2015)

New York
(5/18/2015)

North Carolina
(5/22/2015)

Ohio
(5/18/2015)

Pennsylvania
(5/8/2015)

Texas
(5/20/2015)

IAR

Texas
(3/20/2023)

West Virginia
(11/16/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/16/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/5/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/13/1989

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/20/1982

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 10/8/1982

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 8

Date: 7/11/1986

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

Current Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD#: 155193 / SEC#: 801-71936

RIA

Registered Investment Advisory firm - (11/22/2010 Approved)

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Contact information

Main Address

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

198

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA PRIVATE WEALTH SERVICES, LLC ADVISORENTERPRISE WRAP FEE BROCHURE (10/21/2025)

KPWS - BROCHURE (10/21/2025)

Regulatory assets under management

Total Number of Accounts	27,816
AUM (Assets Under Management)	$ 10,210,576,595

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Scott B. Sade

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Bennett Sade's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

UBS FINANCIAL SERVICES INC.

J. B. HANAUER & CO.

Primary Firm SEC Registration

KESTRA PRIVATE WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/1994

Series 63

Date: 1/5/1983

SIE

Date: 10/1/2018

Series 3

Date: 11/13/1989

Series 7

Date: 11/20/1982

Series 52

Date: 10/8/1982

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 8

Date: 7/11/1986

FINRA

Current Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA PRIVATE WEALTH SERVICES, LLC

TRUST BUT VERIFY

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