Code Waechter LLC

Code Waechter LLC (CRD# 289372) is a financial advisory firm headquartered in Tampa, FL. They manage $279,177,795 in 905 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4830 W. Kennedy Blvd., Suite 875, Tampa, FL 33609
https://www.linkedin.com/in/scott-waechter-clu-cfp%c2%ae-cfa-5b0baa22/
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, GA, NH, TX

Financial Advisors at Code Waechter LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian Code, financial advisor Tampa FL
Brian E. Code
CRD#: 872219
4830 W. Kennedy Blvd., Tampa, FL 33609

Brian Code (CRD# 872219) is an Investment Advisor Representative working at Code Waechter LLC in Tampa, FL and has 1 year of experience in the finance industry.

2
Jordan Code, financial advisor Tampa FL
Jordan P. Code
CRD#: 5045761
4830 W. Kennedy Blvd., Tampa, FL 33609

Jordan Code (CRD# 5045761) is an Investment Advisor Representative working at Code Waechter LLC in Tampa, FL and has over 17 years of experience in the finance industry.

3
Scott Waechter, financial advisor Tampa FL
Scott T. Waechter
CRD#: 5365962
4830 W. Kennedy Blvd., Tampa, FL 33609

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.

4
Michael Stump, financial advisor Tampa FL
Michael J. Stump
CRD#: 7165024
4830 W. Kennedy Blvd., Suite 875, Tampa, FL 33609

Michael Stump (CRD# 7165024) is an Investment Advisor Representative working at Code Waechter LLC in Tampa, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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