Debra D. Scott

CETERA INVESTMENT ADVISERS LLC

Atlanta, GA 30339

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CRD#: 1334523

Professional summary

Debra Donaldson Scott, CFP®, who also goes by Debra Pearl Donaldson, Debra Donaldson Hendrix, Debra D Scott, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Atlanta, Georgia and CETERA INVESTMENT SERVICES LLC located in Atlanta, Georgia.

Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Debra has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debra Pearl Donaldson | Debra Donaldson Hendrix | Debra D Scott

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. ONWER OF STATEWOOD ADVISORS FINANCIAL PLANNING LLC; USED FOR TAX REPORTING PURPOSES. 2. TRUSTEE OF RUBY WOODS FARM REVOCABLE TRUST; OWNS LAND, MAINTAINS PROPERTY, RENTS LAND FOR AGRICULTURAL USE. 3. BOARDMEMBER AND DEACON OF PEACHTREE CHRISTIAN CHURCH; PARTICIPATION IN CHURCH SERVICES; 5 HRS/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Donaldson Scott'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

March 21, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2300 Windy Ridge Parkway Suite 150-s, Atlanta, GA 30339

RIA

CRD#: 105644

Atlanta, GA

Current

December 17, 2024 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 2300 Windy Ridge Parkway Suite 150-s, Atlanta, GA 30339

CRD#: 15340

Atlanta, GA

Past

June 21, 2017 - March 21, 2024

CETERA ADVISORS LLC

RIA

CRD#: 10299

ATLANTA, GA

Past

October 3, 2016 - December 20, 2024

CETERA ADVISORS LLC

CRD#: 10299

ATLANTA, GA

Past

February 1, 2016 - October 3, 2016

INVESTORS CAPITAL CORP.

CRD#: 30613

ATLANTA, GA

Past

August 31, 2011 - December 31, 2015

TRIAD ADVISORS LLC

CRD#: 25803

MARIETTA, GA

Past

August 16, 2010 - September 16, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

ATLANTA, GA

Past

August 18, 2009 - August 17, 2010

PFS INVESTMENTS INC.

CRD#: 10111

SMYRNA, GA

Past

October 3, 2005 - July 2, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ATLANTA, GA

Past

September 12, 2000 - February 24, 2005

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Alabama
(12/17/2024)

Florida
(12/17/2024)

IAR

Georgia
(3/21/2024)

Georgia
(12/17/2024)

Massachusetts
(12/20/2024)

Nevada
(3/21/2025)

Ohio
(10/9/2025)

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: 6/5/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/22/2003

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	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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Debra D. Scott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Donaldson Scott's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

INVESTORS CAPITAL CORP.

TRIAD ADVISORS LLC

MML INVESTORS SERVICES, LLC

PFS INVESTMENTS INC.

WELLS FARGO CLEARING SERVICES, LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2017

Series 63

Date: 4/28/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2015

Series 6

Date: 9/11/2000

Series 26

Date: 5/22/2003

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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