Scott Sade, CIMA®, CTFA®
Founder and Managing Director
Scott’s entrepreneurial spirit was the driving force behind his founding of The Sade Group in 2015. The ability to provide his clients a relationship independent from any agenda with their interest in mind was his vision. Over the course of his 35-year career and multiple market cycles, Scott has accumulated a vast wealth of knowledge in the capital markets, portfolio design and investment management. He brings experience from several national broker/dealer firms where he managed assets for high-net-worth and ultra-high net-worth families and businesses. With this experience he has developed a specialized focus in trust and estate planning.
Scott is an Investment Adviser Representative with Kestra Private Wealth Services, LLC and a Registered Representative with Kestra Investment Services, LLC and holds his Series 3 (Commodities & Futures), Series 7 (General Securities Rep), Series 8 (General Securities Sales Supervisor), Series 52 (Municipal Securities), Series 63 (Uniform Securities State Law) and Series 65 (Uniform Investment Advisor) Licenses, as well as his Florida Life, Health and Variable Annuity license. Additionally, he has obtained the CIMA® (Certified Investment Management Analyst) and CTFA® (Certified Trust and Financial Advisor) professional designations. Scott holds his B.S. in Criminal Justice from Florida Atlantic University. He is a proud Veteran of the United States Air Force and is an active member of the Jewish War Veterans Post 549. He is on the Board of Directors of the Martin County Estate Planning Council and a Trustee with the Stuart/Martin County Chamber of Commerce. In his free time, you can find Scott in the air utilizing his pilot’s license, or out on the water enjoying the Florida lifestyle.
“We simply attempt to be fearful when others are greedy, and to be greedy only when others are fearful.” – Warren Buffett