SO
Scott D. Oehrle
KESTRA ADVISORY SERVICES
PITTSBURGH, PA 15219
Some features on this profile are disabled
CRD#: 2142657
SO
Professional summary
Scott Dittmar Oehrle, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Scott has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 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.
BN: Scott Oehrle, Marbury Wealth Management, Innovative Benefits Consulting Inv Rel: Yes Addr: 420 Fort Duquesne Blvd Pittsburgh PA 15222 NOB: Insurance POS: Referral Start Date: 6/1/2015 Hrs per mo: 0% - 10% (0 - 16 Hrs) Hrs per mo during trading Hrs: 0% - 10% (0 - 14 Hrs) DESC: facilitate client and IBC agents insurance process BN: Marbury Private Asset Management Inv Rel: Yes Addr: 420 Fort Duquesne Blvd 7 East Pittsburgh PA 15222 NOB: Reg Rep Activities through Kestra Investment Services, LLC using a DBA name POS: President &CEO Start Date: 9/1/2010 Hrs per mo: 61% - 70% (97 - 112 Hrs) Hrs per mo during trading Hrs: 81% - 90% (113 - 126 Hrs) DESC: Market to prospective clients and work with existing clients BN: MARBURY WEALTH MANAGEMENT ADVISORY SERVICES Inv Rel: Yes Addr: 420 FORT DUQUESNE BLVD, 7 EAST PGH PA 15222 NOB: Reg Rep Activities through Kestra Investment Services, LLC using a DBA name POS: PRESIDENT AND CEO Start Date: 9/1/2010 Hrs per mo: 91% - 100% (145 - 160 Hrs) Hrs per mo during trading Hrs: 91% - 100% (127 - 140 Hrs) DESC: ADVISE CLIENTS WHO ARE FEE BASED CLIENTS WITH NFPAS RIA BN: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Pkwy Bldng 2, Ste 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Rep Start Date: 4/4/2016 Hrs per mo: Up to 100% (0 to 160 Hrs) Hrs per mo during trading Hrs: Up to 100% (0 to 160 Hrs) DESC: Investment advisory services BN: The Hacker's Club of Fox Chapel Inv Rel: No Addr: 701 Retreat Drive, #122 Naples, FL 34110 NOB: Board Position (Board of Directors, Board of Trustees, etc.) POS: Board Member Start Date: 4/18/2018 Hrs per mo: 0% - 10% (0 - 16 Hrs) Hrs per mo during trading Hrs: 0% - 10% (0 - 14 Hrs) DESC: Assist in organizing golf tournaments, communications to members BN: SIGNATURE FINANCIAL PLANNING POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/25/2021 ADDRESS: 525 William Penn Place, Suite 3401, PITTSBURGH PA 15219, United States DESCRIPTION: Client advisory service and sales BN: LAURIE ANN WEST COMMUNITY CENTER POS: Board Member NOB: Board position (Board of Directors, Board of Trustees, etc.) INV REL: No # OF HRS: 5 SECURITIES TRADING HRS: 1 START DATE: 01/26/2024 ADDRESS: 1220 Powers Run Road, Pittsburgh PA 15238 DESC: I will assist in making short and long term decisions for the Center as well as volunteer for various committees. BN: SIGNATURE WEALTH POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/25/2021 ADDRESS: 525 William Penn Place, Suite 3401, PITTSBURGH PA 15219 DESCRIPTION: Client advisory service and sales BN: SIGNATURE WEALTH POSI: Advisor NOB: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/25/2021 ADDRESS: 525 William Penn Place, Suite 3401, PITTSBURGH PA 15219 DESC: Client advisory service and sales BN: SIGNATURE LEGACY HOLDINGS LLC POSITION: MEMBER NATURE: HOLDINGS COMPANY FOR KINGFISHER STOCK - SEE BS OR KESTRA FOR MORE DETAILS INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Place, Ste 3401, pittsburgh PA 15219, United States DESCRIPTION: GENERAL MEMBER
CRS (Client Relationship Summary) - RIA
Click below to view Scott Dittmar Oehrle'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
April 18, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219RIA
CRD#: 283330
PITTSBURGH, PA
Current
July 20, 2000 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219BD
CRD#: 42046
PITTSBURGH, PA
Past
March 23, 2021 - September 30, 2025
SIGNATURE SELECT WEALTH
RIA
CRD#: 306143
PITTSBURGH, PA
Past
May 9, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
PITTSBURGH, PA
Past
July 26, 1991 - November 14, 1995
NEWEDGE SECURITIES, LLC
BD
CRD#: 10674
PITTSBURGH, PA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Alabama(1/25/2022)
RR
Arizona(1/29/2008)
RR
California(1/5/2001)
RR
Colorado(5/14/2021)
RR
District of Columbia(3/3/2005)
RR
Florida(7/21/2000)
IAR
Florida(3/19/2025)
RR
Kansas(9/14/2022)
RR
Maryland(11/3/2006)
RR
Massachusetts(5/31/2001)
RR
Michigan(8/7/2007)
RR
Minnesota(11/3/2006)
RR
Missouri(12/12/2016)
RR
New Jersey(9/6/2005)
RR
New York(1/4/2002)
RR
North Carolina(3/28/2002)
RR
Ohio(8/21/2003)
RR
Pennsylvania(7/28/2000)
IAR
Pennsylvania(4/18/2016)
RR
Rhode Island(10/30/2014)
RR
South Carolina(8/27/2002)
RR
Texas(11/3/2006)
IAR
Texas(7/26/2023)
RR
Utah(11/11/2016)
RR
Virginia(1/8/2001)
RR
West Virginia(11/2/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
