Scott E. Schayot

SCHAYOT FINANCIAL

Metairie, LA 70002

CRD#: 1713399

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Professional summary

Scott Edison Schayot, CFP® is a registered financial advisor currently at SCHAYOT FINANCIAL LLC located in Metairie, Louisiana and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Scott has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Education Planning

Estate Planning

Investment Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Business Succession Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Edison Schayot's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

November 21, 2025 - Present

SCHAYOT FINANCIAL LLC

Office #1: 3838 N Causeway Blvd Suite 3020, Metairie, LA 70002

RIA

CRD#: 337315

Metairie, LA

Current

November 24, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 3838 N Causeway Blvd Suite 3020, Metairie, LA 70002

CRD#: 35747

ALBANY, NY

Past

January 2, 2009 - November 24, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

METAIRIE, LA

Past

December 15, 2004 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

METAIRIE, LA

Past

November 29, 2004 - November 24, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

METAIRIE, LA

Past

July 24, 2002 - November 29, 2004

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

METAIRIE, LA

Past

June 16, 2000 - November 29, 2004

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

December 22, 1995 - June 23, 2000

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

February 28, 1995 - December 14, 1995

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(11/24/2025)

IAR

Louisiana
(11/21/2025)

Louisiana
(11/24/2025)

North Carolina
(12/8/2025)

IAR

Texas
(11/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/13/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/27/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/27/2010

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SCHAYOT FINANCIAL LLC

CRD#: 337315 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/21/2025 Approved)

Texas

Registered Investment Advisory firm - (7/10/2025 Conditional Restricted)

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Contact information

Main Address

3838 N Causeway Blvd Suite 3020, Metairie, LA 70002

Mailing Address

Phone number

(504) 830-7550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Scott E. Schayot

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Edison Schayot's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

QUEST CAPITAL STRATEGIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/13/1995

SIE

Date: 10/1/2018

Series 7

Date: 2/27/1995

Series 24

Date: 11/27/2010

FINRA

Current Firm

SCHAYOT FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

SCHAYOT FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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