Scott Waechter, financial advisor Tampa FL

Scott Waechter

CRD Number: 5365962
Current Firm: Code Waechter LLC

Scott Waechter (CRD# 5365962) is an Investment Advisor Representative working at Code Waechter LLC in Tampa, FL and has over 16 years of experience in the finance industry. Scott Waechter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Code Waechter LLC Tampa, FL Jan 2018 - Current 6
Massmutal Life Insurance Company Tampa, FL Sep 2007 - Current 16
Mml Investors Services Tampa, FL Sep 2007 - Dec 2017 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Scott T. Waechter
Phone Number: 813-287-8775
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    279
    MILLIONS
  • Total Number of Accounts
    905
    ACCOUNTS
  • Average Account Value
    $308,484
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, NH, TX

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