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Scott R. Tischler

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CRD#: 3248953
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Ryan Tischler was a registered financial advisor .

Scott is a previously registered financial advisor and started their career in finance in 1999. Scott had worked at 7 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 19, 2006 - October 8, 2007

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
MIDLOTHIAN, VA
Past

December 19, 2006 - October 8, 2007

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
MIDLOTHIAN, VA
Past

January 3, 2006 - December 20, 2006

OSAIC WEALTH, INC.

RIA
CRD#: 23131
RICHMOND, VA
Past

December 16, 2005 - December 20, 2006

OSAIC WEALTH, INC.

BD
CRD#: 23131
RICHMOND, VA
Past

March 24, 2005 - December 20, 2005

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
RICHMOND, VA
Past

March 24, 2005 - December 20, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 15, 2002 - January 21, 2005

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
RICHMOND, VA
Past

June 20, 2002 - January 21, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 20, 2002 - January 21, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

October 7, 1999 - June 19, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RICHMOND, VA
Past

September 15, 1999 - June 19, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 15, 1999 - June 19, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/21/1999
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


NF
NEXT FINANCIAL GROUP, INC.
CAPITAL CONSULTING GROUP | NEXT FINANCIAL GROUP, INC. | NEXT ADVISORY SERVICES

CRD#: 46214 / SEC#: 801-56786, 8-51356

BD
Terminated by SEC on 12/09/2025
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Contact information


Main Address
11740 Katy Freeway Suite 600, Houston, TX 77079
Mailing Address
Phone number
(877) 876-6398
Established
Virginia since 06/28/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
564

FINRA licenses (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

NEXT FORM ADV PART 2A BROCHURE MARCH 2025 (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
NEXT FINANCIAL HOLDINGS INC.SHAREHOLDER
HAWLEY, AMANDA CANDELMOCORPORATE SECRETARY3214453
SCHUMANN, ALEXIS VADVISORY CHIEF COMPLIANCE OFFICER3157769
SCHUMANN, ALEXIS VCHIEF COMPLIANCE OFFICER3157769
TYMKIW, TRISHA LYNNPRINCIPAL FINANCIAL OFFICER3197368

Regulatory assets under management


Total Number of Accounts16,805
AUM (Assets Under Management)$ 3,769,456,133

Disclosures


Regulatory Event27
Arbitration3
Bond3

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
11/27/2024
Cover Page
06/28/2024

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.

Company Information


NEXT FINANCIAL GROUP, INC.

CRD#: 46214

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