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SS

Scott A. Schechinger

TOWERS WATSON INVESTMENT SERVICES
Tampa, FL 33607
Some features on this profile are disabled
CRD#: 4724573
SS

Professional summary

Scott A Schechinger, AIF®, who also goes by Scott Schechinger, is a registered financial advisor currently at TOWERS WATSON INVESTMENT SERVICES, INC. located in Tampa, Florida and FORESIDE FUND SERVICES, LLC located in Tampa, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Scott has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Scott Schechinger

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 A Schechinger'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

November 14, 2024 - Present

TOWERS WATSON INVESTMENT SERVICES, INC.

Office #1: 3407 W. Dr. M.l.king Jr. Blvd Suite 200, Tampa, FL 33607
RIA
CRD#: 110473
Tampa, FL
Current

March 4, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 3407 W. Dr. M.l. King Jr. Blvd. Ste 200, Tampa, FL 33607
BD
CRD#: 46106
Tampa, FL
Past

December 21, 2022 - January 5, 2024

WILLIS TOWERS WATSON SECURITIES, LLC

RIA
CRD#: 317602
NEW YORK, NY
Past

December 21, 2022 - January 5, 2024

WILLIS TOWERS WATSON SECURITIES, LLC

BD
CRD#: 317602
NEW YORK, NY
Past

August 19, 2021 - September 18, 2023

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Tampa, FL
Past

August 19, 2021 - September 18, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
NY, NY
Past

May 31, 2007 - August 6, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
TAMPA, FL
Past

May 7, 2007 - August 6, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TAMPA, FL
Past

July 13, 2005 - March 26, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
TAMPA, FL
Past

June 30, 2005 - March 26, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
TAMPA, FL
Past

March 25, 2004 - December 15, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DURHAM, NC
Past

January 1, 2004 - December 15, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TOWERS WATSON INVESTMENT SERVICES, INC.
TOWERS WATSON INVESTMENT SERVICES | WATSON WYATT INVESTMENT CONSULTING INC | TOWERS WATSON INVESTMENT SERVICES, INC.

CRD#: 110473 / SEC#: 801-46008

RIA
Registered Investment Advisory firm - (3/22/1994 Approved)

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.
RR
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

RR
California
(3/4/2024)
RR
Florida
(3/4/2024)
IAR
Florida
(11/14/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/23/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TW
TOWERS WATSON INVESTMENT SERVICES, INC.
TOWERS WATSON INVESTMENT SERVICES | WATSON WYATT INVESTMENT CONSULTING INC | TOWERS WATSON INVESTMENT SERVICES, INC.

CRD#: 110473 / SEC#: 801-46008

RIA
Registered Investment Advisory firm - (3/22/1994 Approved)
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Contact information

Main Address
233 South Wacker Drive Suite 1800, Chicago, IL 60606
Mailing Address
Phone number
(312) 288-7700
Established
Firm type
Fiscal year end
# of Employees
242

SEC notice filing (21 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

TOWERS WATSON INVESTMENT SERVICES, INC. BROCHURE (12/16/2025)

Regulatory assets under management

Total Number of Accounts129
AUM (Assets Under Management)$ 52,220,039,039

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/31/2025
Cover Page
Report
09/27/2024
Cover Page
Report
08/28/2023
Cover Page
Report

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

TOWERS WATSON INVESTMENT SERVICES, INC.

CRD#: 110473Tampa, FL 33607

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