Advisor at Strive Retirement Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strive Retirement Group
Location
Fairport, NY
Credentials
Series 63, Series 65
Industry experience
15 years
Scott Cavanaugh is a financial advisor with Strive Retirement Group in Fairport, NY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at Paychex, Inc. and Paychex Securities Corp spanning from 2008 to 2025. Strive Retirement Group serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, pension consulting, and financial planning. The firm employs a primarily non-discretionary approach, using fundamental analysis and modern portfolio theory, and documents client objectives in an Investment Policy Statement.
Based on Strive Retirement Group
Pension consulting plans: $200 to $1,000; Financial planning: $250 to $5,000
Up to 1.00% annually
$100 to $250 per hour
Fairport, NY
California · Florida · Louisiana · New York · Texas
Darrow Bentley LLC
2025 - Present (1 year)
Strive Retirement Group
2025 - Present (1 year)
Paychex, Inc.
2024 - 2025 (1 year)
Paychex Securities Corp
2022 - 2025 (3 years)
Paychex, Inc
2022 - 2024 (2 years)
Paychex Securities Corp
2019 - 2021 (2 years)
Paychex Inc
2008 - 2025 (17 years)
Paychex, Inc.
2008 - 2022 (14 years)
Paychex Securities Corp
2008 - 2019 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63
Pittsford, NY
Mark Andrew Paganelli
Series 66
Rochester, NY
Fiduciary First Advising, LLC
Series 65
Rochester, NY
Fama Fiduciary Wealth LLC
Series 66
Rochester, NY
Balfour Capital Management
Series 65
Rochester, NY
Janal Capital Management LLC
Series 63, Series 65
Fairport, NY
Rothrock Financial Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")