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Scott Schless

7 Years of Experience
Saint Augustine, FL
Broker

Scott Schless is a registered investment advisor, based in Saint Augustine, FL, with 7 years of industry experience.

Location

Saint Augustine, FL

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Scott is the President of Schless Insights, Inc., where he does paraplanning and trading, dedicating about a quarter of his time to paraplanning and nearly full-time to trading. He is also an advisory representative of a RIA with CIRA, spending nearly full-time there and about three-quarters of his time trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2023 - Present · 3 yrs 1 mo
Cambridge Investment Research, INC.Broker
June 2023 - Present · 3 yrs 1 mo
Cambridge Investment Research, INC.
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
First Command Advisory Services
December 2019 - June 2023 · 3 yrs 6 mos
First Command Brokerage Services, INC.Broker
November 2019 - June 2023 · 3 yrs 7 mos
Esi Financial Advisors
October 2019 - November 2019 · 1 mo
Equity Services, INC.Broker
October 2018 - November 2019 · 1 yr 1 mo
First Command Financial Planning, INC.Broker
August 2018 - September 2018 · 1 mo
State Registrations9 states
CAFLMDMIMONHNYVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.