Scott G. Priestley
STRATEGIC ADVISERS LLC | Investment Consultant
DEER PARK, IL
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CRD#: 6702328
Professional summary
Scott Guy Priestley, CFP®, who also goes by Scott Guy Priestley Jr, Scott Guy Priestley, Jr Priestley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Deer Park, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Chicago, Illinois.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Scott has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I work with a wide range of clients by working together to create actionable plans for financial matters that are most important to them and their families. I take a unique approach with each individual client based on their specific needs and concerns. My core beliefs in helping my clients build financial freedom are providing transparency, flexibility, and ongoing relationships to make sure when life changes, so do our financial plans.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Retirement Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Scott Guy Priestley Jr | Scott Guy Priestley | Jr Priestley
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.
ASSETMARK FINANCIAL, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2018 - 160 HRS / MONTHLY, SALES ASSOCIATE OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Guy Priestley'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®
CFP®
Start date: 2021
Education
University of New Hampshire
Bachelor of Business Administration - Finance
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: One North Lasalle Street, Chicago, IL 60602RIA
CRD#: 104555
DEER PARK, IL
Current
July 21, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One North Lasalle Street, Chicago, IL 60602BD
CRD#: 7784
Chicago, IL
Past
July 25, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHICAGO, IL
Past
March 9, 2018 - May 31, 2022
ASSETMARK, INC.
RIA
CRD#: 109018
Chicago, IL
Past
February 16, 2018 - May 31, 2022
ASSETMARK BROKERAGE, LLC
BD
CRD#: 169804
Chicago, IL
Past
October 8, 2016 - November 30, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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(6/30/2025)
RR
California(7/12/2024)
RR
District of Columbia(5/3/2024)
RR
Florida(7/21/2022)
RR
Georgia(5/3/2024)
RR
Illinois(7/21/2022)
IAR
Illinois(3/31/2025)
RR
Indiana(7/21/2022)
RR
Massachusetts(7/12/2024)
RR
Michigan(7/21/2022)
RR
Minnesota(7/21/2022)
RR
New Jersey(1/3/2025)
RR
New York(10/12/2022)
RR
North Carolina(1/9/2024)
RR
Ohio(1/6/2025)
RR
Oregon(10/23/2025)
RR
Pennsylvania(10/10/2022)
RR
Texas(7/21/2022)
IAR
Texas(3/31/2025)
RR
Virginia(12/15/2023)
RR
Washington(3/19/2025)
RR
Wisconsin(7/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
