Oxbow Advisors
47yrs
Top advisor by experience in Austin
44yrs
Scott Sade
Full name on record: Scott Bennett Sade
Financial advisor at Kestra Private Wealth Services
Scott Sade is a fiduciary financial advisor in Austin, Texas, with 44 years in the industry. After six years at Morgan Stanley and 16 years at Citigroup Global Markets, Scott joined Kestra Private Wealth Services in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience44 years (since 1983)
How that compares ?Top 1% by experience in Austin
Office5707 Southwest Parkway Building. 2 Suite 400, Austin, TX 78735
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$653,677
Advisors at the firm207
States licensed ?2 states
Services through Kestra Private Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowKestra Private Wealth Services, LLCCurrent firm
- 2009 – 2015Morgan StanleyPreviously
- 1993 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Kestra Private Wealth Services at (844) 553-7872 and ask for Scott Sade. Scott works from the Austin, TX office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1983, about 44 years. Top 1% by experience in Austin.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Kestra Private Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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