Alan Scheff
Alan Scheff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clarence, NY, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9505 Main Street, Clarence, NY, 14031
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Alan owns rental real estate, is a panel member, and acts as a trustee for his wife's account. He also owns and is CEO of multiple support companies and is a committee member for a non-profit, dedicating minimal time to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
A. G. Edwards & Sons, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations40 states
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.