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Scott Zardenetta

4 Years of Experience
BrokerSells Insurance

Scott Zardenetta is a registered investment advisor, based in San Diego, CA, with 4 years of industry experience.

Location

2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Scott is an insurance agent at Heritage Tax and Insurance, providing fixed annuities and life insurance advice, dedicating about 10-20% of his time. He also works as a delivery driver for Door Dash, spending about 10-20% to about a quarter of his time delivering groceries and store goods.

Employment History
Current Registrations
Copley Alternative Investments INC.Broker
March 2026 - Present · 1 mo
Copley Financial Group, INC.
April 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - April 2025 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - April 2025 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
August 2021 - September 2022 · 1 yr 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.