TrueAdvisor
TrueAdvisor
SC
SC

Scott Cutliff

Raymond James & Associates, INC.
28 Years of Experience
Fort Lauderdale, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Scott Cutliff is a registered investment advisor at Raymond James & Associates, INC., based in Fort Lauderdale, FL, with 28 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 E. Las Olas Blvd., Suite 1630, Fort Lauderdale, FL, 33301

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 2013
Final Disposition
Criminal
February 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Scott's fiancee runs a Beachbody coaching business, and he signed up to support her, dedicating minimal time. He is also involved with Horseman Five LLC, related to race horses, dedicating no time to this investment.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2012 - Present · 13 yrs 11 mos
Raymond James & Associates, INC.
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 1999 - April 2007 · 8 yrs
Morgan Stanley Dw INC.Broker
April 1999 - April 2007 · 8 yrs
Putnam Mutual Funds CORP.Broker
June 1996 - May 1997 · 11 mos
State Registrations33 states
ALAZCACOCTDEFLGAIAILINKYMAMDMEMIMNNCNHNJNVNYOHOKPARISCTNTXUTVAVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Fort Lauderdale, FL →All financial advisors in Florida →