Scott
Waechter
Code Waechter LLC
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About this Advisor
Scott Waechter is a certified financial planner and chartered financial analyst who works out of Tampa, Florida, who has 5 years of relevant experience. Waechter currently works for Code Waechter LLC. Throughout their career, they have worked at Massmutal Life Insurance Company, Mml Investors Services and Code Waechter LLC. Waechter has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Code Waechter LLC is a financial advisory company based in Tampa, FL. It handles $210 million in total assets between its 796 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 796 client accounts, 47% are held by high-net-worth individuals who have more than $1 million in investable assets. Code Waechter LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees depend on which services the firm provides the client. Fees charged by Code Waechter LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Code Waechter LLC Brokerage Details
$210,275,222
10
796
$264,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Waechter Work History
Scott has been registered as a financial advisor for 5 years.*
Code Waechter LLC
Massmutal Life Insurance Company
Mml Investors Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Waechter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Code Waechter LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
