Scott
Udkler
Fifit LLC
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About this Advisor
Scott Udkler is a financial advisor based in Montgomery, Texas, working with Fifit LLC. Scott has previously held positions at Fidelity Investments, Udkler Financial Services LLC, Jp Morgan Securities LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Fifit LLC, and Bearfoot Companies LLC. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Scott is part of Fifit LLC, which operates out of Montgomery, Texas. The firm has 1 employee and manages assets totaling $113.6 million. The firm serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Fifit LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Fifit LLC Brokerage Details
$113,551,252
1
274
$414,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Udkler Work History
Fifit LLC
Bearfoot Companies LLC
Jp Morgan Securities LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Udkler Financial Services LLC
Fidelity Investments
Disclosures
Please visit the SEC profile of Scott Udkler 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 Fifit LLC
Montgomery, TX
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