Eagle Strategies LLC

Investment Advisor
in San Diego, CA
Are you Scott Schechter? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

1048 Johnson Avenue
San Diego, CA 92103-2316

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


Scott Schechter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started