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Scott Schechinger

21 Years of Experience
Tampa, FL
Broker

Scott Schechinger is a registered investment advisor at Towers Watson Investment Services, INC., based in Tampa, FL, with 21 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $52B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$52.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3407 W. Dr. M.L.King Jr. Blvd, Suite 200, Tampa, FL, 33607

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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 works as an Investment Consultant to DB and DC Retirement Plans at Willis Towers Watson since 2021. This role takes nearly full-time hours.

Employment History
Current Registrations
Towers Watson Investment Services, INC.
November 2024 - Present · 1 yr 6 mos
Foreside Fund Services, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Foreside Fund Services, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Willis Towers Watson Securities, LLCBroker
December 2022 - January 2024 · 1 yr 1 mo
Willis Towers Watson Securities, LLC
December 2022 - January 2024 · 1 yr 1 mo
Kestra Advisory Services, LLC
August 2021 - September 2023 · 2 yrs 1 mo
Kestra Investment Services, LLCBroker
August 2021 - September 2023 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
May 2007 - August 2021 · 14 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2007 - August 2021 · 14 yrs 3 mos
Citigroup Global Markets INC.
July 2005 - March 2007 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
June 2005 - March 2007 · 1 yr 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2004 - December 2004 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2004 - December 2004 · 11 mos
State Registrations2 states
CAFL
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.