RIA Intelligence
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S•••• T••••• W•••••••
- Professional profile
- linkedin.com/in/scott-waechter-clu-cfp%C2%AE-cfa-5b0baa22reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C••• W••••••• L•• independent RIA currentsince Apr 18, 2018 · Tampa, Fl
- M•• I•••••••• S•••••••• L•• BD affiliatedApr 15, 2008 to Jan 5, 2018 · Tampa, Fl
- M•• I•••••••• S•••••••• L•• to C••• W••••••• L••left Jan 5, 2018, registered Apr 18, 2018 (103 days) · Other · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address