Scott Udine
Scott Udine is a registered investment advisor at Udine Wealth Management INC., based in Palm Beach Gardens, FL, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 338 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Udine Wealth Management's fee for investment advisory services varies depending on the amount of assets managed. Fees range from 0.50% to 2.00% annually based on several factors, including the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Investment advisory fees are calculated each trading day by the Custodian and paid daily to the Advisor.
Location
Palm Beach Gardens, FL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 1996Customer Dispute
May 1993Employment History
Current Registrations
Udine Wealth Management INC.
Previous Registrations
Aura Financial Services, INC.Broker
Brookstreet Securities CorporationBroker
Brookstreet Securities CorporationBroker
Jwgenesis Securities, INC.Broker
Nichols, Safina, Lerner & CO. INC.Broker
Prudential Securities IncorporatedBroker
Gruntal & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
Oppenheimer & CO., INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.