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Scott Louder

31 Years of Experience
Worcester, MA
Broker

Scott Louder is a registered investment advisor at Raymond James & Associates, INC., based in Worcester, MA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1 Mercantile Street, Suite 720, Worcester, MA, 01608

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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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Other Business Activities

Scott is a finance/investment committee member for Urban Missionaries, a non-profit organization, since 2019. He dedicates minimal time to reviewing their finances.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2025 - Present · 1 yr 1 mo
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
July 2009 - September 2015 · 6 yrs 2 mos
UBS Financial Services INC.Broker
May 2001 - September 2015 · 14 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 1996 - May 2001 · 5 yrs 4 mos
John Hancock Distributors, INC.Broker
November 1994 - October 1995 · 11 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1994 - October 1995 · 11 mos
Putnam Mutual Funds CORP.Broker
February 1994 - September 1994 · 7 mos
State Registrations18 states
AZCACTDEFLGAMAMENCNHNJNYPARISCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Scott Louder - Financial Advisor | TrueAdvisor