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Scott Simmerer

44 Years of Experience
Chagrin Falls, OH
Broker

Scott Simmerer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chagrin Falls, OH, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

100 N Main St #314, Chagrin Falls, OH, 44022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
October 1999 - January 2009 · 9 yrs 3 mos
Robert Thomas Securities, INCBroker
April 1996 - January 1999 · 2 yrs 9 mos
Roney & CO. L.L.C.Broker
September 1992 - April 1996 · 3 yrs 7 mos
Cowen & CO.Broker
August 1990 - September 1992 · 2 yrs 1 mo
Lehman Brothers INC.Broker
February 1988 - September 1990 · 2 yrs 7 mos
E. F. Hutton & Company INCBroker
August 1981 - February 1988 · 6 yrs 6 mos
State Registrations24 states
ALAZCACOFLILKSKYMDMIMNMONCNHNMNVNYOHPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.