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Scott Krueger

9 Years of Experience
San Tan Valley, AZ
Broker

Scott Krueger is a registered investment advisor at Raymond James & Associates, INC., based in San Tan Valley, AZ, with 9 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

San Tan Valley, AZ

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2023 - Present · 2 yrs 7 mos
Raymond James & Associates, INC.
October 2023 - Present · 2 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
October 2022 - August 2023 · 10 mos
Morgan Stanley
October 2022 - August 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2017 - April 2022 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2017 - April 2022 · 5 yrs 2 mos
Edward Jones
March 2016 - September 2016 · 6 mos
Edward JonesBroker
December 2015 - September 2016 · 9 mos
State Registrations1 state
AZ
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.