Scott
Schechter

Eagle Strategies LLC

CRD#4496417
Investment Advisor
in San Diego, CA
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About this Advisor

Scott Schechter is a certified financial planner and chartered financial consultant located in San Diego, California. Currently a registered investment advisor at Eagle Strategies LLC, Schechter has 16 years of experience in the financial advisory industry. Schechter maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Schechter is able to act as a financial advisor based out of California, Texas and Illinois. During their career, the advisor has held roles at New York Life Insurance Company and Eagle Strategies LLC. Eagle Strategies LLC is based out of San Diego, California, and has 791 other locations in the country. As a company, Eagle Strategies LLC oversees $8 billion in assets across 41,236 accounts and retains more than 1,913 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. Currently 22% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Eagle Strategies LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1048 Johnson Avenue
San Diego, CA 92103-2316

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

CA Average: $7,464,549,021
Total Number of Employees

1,913

CA Average: 88
Total Number of Accounts

41,236

CA Average: 3,892
Average Account Size

$197,532

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Scott Schechter Work History

Scott has 16 years of experience.

2008 - Present (11 years)

Eagle Strategies LLC

2002 - Present (17 years)

New York Life Insurance Company

Disclosures

Scott Schechter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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