Scott A. Torseth
STRATEGIC ADVISERS LLC | Financial Consultant
LONG VALLEY, NJ
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CRD#: 6762689
Professional summary
Scott Arthur Torseth, who also goes by Scott Arthur Torseth, Scott Torseth, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Long Valley, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Morristown, New Jersey.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Scott has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Many experience financial choices throughout their life where following a disciplined plan could be beneficial. My extensive financial services career brings a deep understanding of common needs and concerns that our clients may face. Together, we apply Fidelity's established planning process and resources to help simplify your life and work toward your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Arthur Torseth | Scott Torseth
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Arthur Torseth'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®
NoneEducation
University of Minnesota
Master of Business Administration (MBA) - Business Strategy
1999
University of Wisconsin Colleges
Bachelor of Science (BS) - Business
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 35 Morris Street, Morristown, NJ 07960RIA
CRD#: 104555
LONG VALLEY, NJ
Current
July 15, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 35 Morris Street, Morristown, NJ 07960BD
CRD#: 7784
Morristown, NJ
Past
July 26, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MORRISTOWN, NJ
Past
April 12, 2018 - July 9, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BEDMINSTER, NJ
Past
April 12, 2018 - July 9, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BEDMINSTER, NJ
Past
July 24, 2017 - November 29, 2017
EDWARD JONES
RIA
CRD#: 250
HILLSBOROUGH, NJ
Past
April 25, 2017 - November 29, 2017
EDWARD JONES
BD
CRD#: 250
HILLSBOROUGH, 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".
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(10/9/2020)
RR
California(10/9/2020)
RR
Connecticut(3/9/2022)
RR
Delaware(2/12/2021)
RR
District of Columbia(7/16/2021)
RR
Florida(7/21/2020)
RR
Georgia(3/25/2023)
RR
Idaho(12/8/2020)
RR
Illinois(3/25/2023)
RR
Kentucky(2/27/2025)
RR
Maine(8/5/2024)
RR
Maryland(7/19/2021)
RR
Massachusetts(8/13/2021)
RR
Michigan(3/2/2021)
RR
Minnesota(12/8/2020)
RR
Nevada(3/4/2022)
RR
New Jersey(7/15/2020)
IAR
New Jersey(3/31/2025)
RR
New York(7/21/2020)
RR
North Carolina(3/4/2022)
RR
Ohio(7/24/2023)
RR
Pennsylvania(7/21/2020)
RR
Rhode Island(2/12/2021)
RR
South Carolina(3/7/2024)
RR
Tennessee(5/3/2024)
RR
Texas(7/21/2020)
IAR
Texas(3/31/2025)
RR
Utah(3/2/2021)
RR
Virginia(3/4/2022)
Exams
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Long Valley, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
