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SM

Scott M. Marcoe

AMERITAS ADVISORY SERVICES
FOLSOM, CA 95630
Some features on this profile are disabled
CRD#: 4715881
SM

Professional summary

Scott Medrick Marcoe is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Folsom, California and AMERITAS INVESTMENT COMPANY, LLC located in Folsom, California.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Scott has worked at 10 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=11/2025; HRS/MO=5; TRADING HRS/MO=5; INSURANCE * NOMAD CYCLING APPAREL; 22751 EL PRADO #11305, RANCHO SANTA MARGARITA, CA, 92688; NON INV REL; RETAIL SALES; OWNER; START DATE=11/2017; HRS/MO=4; TRADING HRS/MO=0; RETAIL SALES * SCOTT MARCOE DESIGNS; 22751 EL PRADO #11305, RANCHO SANTA MARGARITA, CA, 92688; NON INV REL; GRAPHIC DESIGN; OWNER; START DATE=06/2022; HRS/MO=4; TRADING HRS/MO=0; GRAPHIC DESIGN * CHECKPOINT PLANNING; SAME AS BRANCH; INV REL; DBA; START DATE 11/2025; HRS/MO=160; TRADING HRS/MO=130; DBA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Medrick Marcoe'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®
None

Experience

Current

November 3, 2025 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 620 Coolidge Dr Ste 165, Folsom, CA 95630
RIA
CRD#: 317245
FOLSOM, CA
Current

November 3, 2025 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 620 Coolidge Dr Ste 190, Folsom, CA 95630
BD
CRD#: 14869
FOLSOM, CA
Past

September 19, 2023 - May 21, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
IRVINE, CA
Past

March 30, 2021 - May 21, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
IRVINE, CA
Past

January 12, 2010 - November 23, 2011

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
NEWPORT BEACH, CA
Past

November 2, 2009 - November 22, 2011

INVESTACORP, INC.

BD
CRD#: 7684
NEW PORT BEACH, CA
Past

March 27, 2008 - April 25, 2008

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
SAN DIEGO, CA
Past

January 10, 2008 - April 25, 2008

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
SAN DIEGO, CA
Past

May 15, 2006 - December 14, 2007

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

May 9, 2005 - May 12, 2006

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

December 2, 2003 - May 4, 2005

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ

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".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 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
California
(11/3/2025)
IAR
California
(11/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/15/2023
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/3/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/23/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/1/2003
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)
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Contact information

Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)
AMERITAS WEALTH PLATFORM (9/19/2025)
GALAXY WRAP FEE BROCHURE (9/19/2025)
GALAXY II WRAP FEE BROCHURE (9/19/2025)
CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
07/23/2024
Cover Page
Report
07/27/2023
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.

Company Information

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245Folsom, CA 95630

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