SD
Scott A. Dorer
ATARAXIS ADVISORS LLC
LANSING, MI 48911
Some features on this profile are disabled
CRD#: 1561880
SD
Professional summary
Scott Allen Dorer is a registered financial advisor currently at ATARAXIS ADVISORS LLC located in Lansing, Michigan and OSAIC WEALTH, INC. located in Lansing, Michigan.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 4 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.
***ATARAXIS ADVISORS LLC POSITION: Representative NATURE: ATARAXIS ADVISORS LLC- INVESTMENT ADVISOR-IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 12/12/2023 ADDRESS: 4293 five oaks Dr., Lansing MI 48911 DESCRIPTION: RIA ***SCOTT DORER POSITION: owner NATURE: INSURANCE SALES AND FIXED ANNUITIES -AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1986 ADDRESS: 4293 five oaks Dr., Lansing MI 48911 DESCRIPTION: Sell insurance general agent ***NOTARY POSITION: Notoary NATURE: NOTARY PUBLIC, NOTARY FOR SIGNATURES, NOTARY FOR INGHAM COUNTY, MI, TIME SPENT 1% INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2003 ADDRESS: 4293 five oaks Dr., Lansing MI 48911 DESCRIPTION: Notary ***MANAGED MONEY CONCEPTS LLC POSITION: Owner NATURE: SCOTT DORER, RENTAL PROPERTY, LANDLORD, TIME 1% INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2003 ADDRESS: 4293 five oaks Dr., Lansing MI 48911 DESCRIPTION: Landlord ***INVESTMENT ADVISOR REPRESENTATIVE POSITION: Investment Advisor Representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 12/12/2023 ADDRESS: 4293 Five Oaks Drive, Lansing MI 48911 DESCRIPTION: Investment Advisor Representative, manage money, financial planning ***ATARAXIS WEALTH MANAGEMENT POSITION: Representative NATURE: Ataraxis Wealth Management- INVESTMENT ADVISOR-IRA-INVESTMENT RELATED-START DATE 4/2005-LOCATED AT: 4293 FIVE OAKS DR LANSING, MI 48911-4284 - TIME SPENT 40% INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2005 ADDRESS: 4293 five oaks Dr., Lansing MI 48911, United States DESCRIPTION: RIA
CRS (Client Relationship Summary) - RIA
Click below to view Scott Allen Dorer'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®
NoneExperience
Current
January 5, 2024 - Present
ATARAXIS ADVISORS LLC
Office #1: 4293 Five Oaks Drive, Lansing, MI 48911RIA
CRD#: 328373
LANSING, MI
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 4293 Five Oaks Dr, Lansing, MI 48911RIA
BD
CRD#: 23131
LANSING, MI
Past
May 18, 2010 - February 21, 2024
MANAGED MONEY CONCEPTS
RIA
CRD#: 115174
LANSING, MI
Past
April 2, 1991 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LANSING, MI
Past
August 25, 1989 - April 12, 1991
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
May 18, 1989 - August 25, 1989
THOMSON MCKINNON SECURITIES INC.
BD
CRD#: 829
Past
November 25, 1988 - May 20, 1989
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
June 3, 1987 - August 25, 1989
THOMSON MCKINNON SECURITIES INC.
BD
CRD#: 829
NEW YORK, NY
Past
April 29, 1987 - May 12, 1987
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
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
Alabama(6/14/2024)
RR
Arizona(6/14/2024)
RR
Connecticut(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(6/14/2024)
RR
Indiana(6/14/2024)
RR
Kansas(6/14/2024)
IAR
Michigan(1/5/2024)
RR
Michigan(6/14/2024)
RR
Nevada(6/14/2024)
RR
Ohio(6/14/2024)
RR
Oklahoma(6/14/2024)
RR
Oregon(6/14/2024)
RR
Pennsylvania(6/14/2024)
RR
South Dakota(6/14/2024)
RR
Wisconsin(6/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AA
ATARAXIS ADVISORS LLC
ATARAXIS ADVISORS LLC | ATARAXIS WEALTH MANAGEMENT LLC
CRD#: 328373 / SEC#:
Michigan
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Contact information
Main Address
4293 Five Oaks Drive, Lansing, MI 48911
Mailing Address
Phone number
(517) 882-7800
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 238 |
| AUM (Assets Under Management) | $ 60,216,714 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
