SB
Scott G. Bolitho
CETERA INVESTMENT ADVISERS LLC
GLENWOOD SPRINGS, CO 81601
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CRD#: 1238378
SB
Professional summary
Scott Gregory Bolitho, CFP®, who also goes by Scott G Bolitho, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Glenwood Springs, Colorado and CETERA WEALTH SERVICES, LLC located in Glenwood Springs, Colorado.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Scott has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott G Bolitho
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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/1985; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: GLENWOOD HOT SPRINGS LODGE & POOL, INC.; INVESTMENT RELATED: NO; ADDRESS: 401 N RIVER RD, GLENWOOD SPRINGS, CO 81601; NATURE OF BUSINESS: RESORT / HOSPITALITY; START DATE: 2003; POSITION/TITLE/RELATIONSHIP: DIRECTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DIRECTOR, NO OTHER RESPONSIBILITIES; 3. NAME OF OTHER BUSINESS: GLENWOOD SPRINGS GOLF CLUB; INVESTMENT RELATED: NO; ADDRESS: 193 SUNNY ACRES RD, GLENWOOD SPRINGS, CO 81601; NATURE OF BUSINESS: BOARD; START DATE: 4/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OF STAFF, BUDGET, MAJOR EXPENSES, STRATEGIC PLAN; 4. NAME OF OTHER BUSINESS: GARFIELD RE2 SCHOOL BOARD; INVESTMENT RELATED: NO; ADDRESS: 839 WHITERIVER AVE, RIFLE, CO 81650; NATURE OF BUSINESS: SCHOOL BOARD; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COMMITTEE WORK IF ASSIGNED, OVERSIGHT OF BUDGET, BENEFITS, EXECUTIVE STAFF;
CRS (Client Relationship Summary) - RIA
Click below to view Scott Gregory Bolitho's 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®
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1605-k Grand Ave, Glenwood Springs, CO 81601RIA
CRD#: 105644
GLENWOOD SPRINGS, CO
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1605-k Grand Ave, Glenwood Springs, CO 81601BD
CRD#: 13572
Glenwood Springs, CO
Past
September 3, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
January 1, 1999 - September 3, 2013
TOWER SQUARE SECURITIES, INC.
RIA
CRD#: 833
GLENWOOD SPRINGS, CO
Past
February 26, 1996 - September 3, 2013
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
GLENWOOD SPRINGS, CO
Past
August 15, 1994 - February 28, 1996
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
February 14, 1984 - August 15, 1994
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Arizona(1/2/2019)
RR
California(9/3/2013)
RR
Colorado(9/3/2013)
IAR
Colorado(6/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Glenwood Springs, CO 81601TRUST BUT VERIFY
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