Scott A. Schechinger

RELATION WEALTH MANAGEMENT

Tampa, FL

CRD#: 4724573

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Professional summary

Scott A Schechinger, AIF®, who also goes by Scott Schechinger, is a registered financial advisor currently at RELATION WEALTH MANAGEMENT, INC. located in Tampa, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Scott has worked at 9 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).

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

April 24, 2026 - Present

RELATION WEALTH MANAGEMENT, INC.

RIA

CRD#: 329961

Tampa, FL

Past

November 14, 2024 - June 11, 2026

TOWERS WATSON INVESTMENT SERVICES, INC.

RIA

CRD#: 110473

Tampa, FL

Past

March 4, 2024 - April 1, 2026

FORESIDE FUND SERVICES, LLC

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

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

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

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.

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

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".

RELATION WEALTH MANAGEMENT, INC.

CRD#: 329961 / SEC#: 801-129663

RIA

Registered Investment Advisory firm - (6/27/2024 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.

Highlighted states indicate IAR registrations

IAR

Florida
(4/24/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/23/2023

General Securities Principal Examination

Current Firm

RELATION WEALTH MANAGEMENT, INC.

CRD#: 329961 / SEC#: 801-129663

RIA

Registered Investment Advisory firm - (6/27/2024 Approved)

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Contact information

Main Address

10425 S 82nd East Ave Suite 110, Tulsa, OK 74133

Mailing Address

Phone number

(918) 999-9138

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RELATION WEALTH MANAGEMENT, INC. DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/17/2025)

Regulatory assets under management

Total Number of Accounts	276
AUM (Assets Under Management)	$ 417,900,100

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.

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Advisor Monitoring

Firm Stability Insights

Scott A. Schechinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott A Schechinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWERS WATSON INVESTMENT SERVICES, INC.

FORESIDE FUND SERVICES, LLC

WILLIS TOWERS WATSON SECURITIES, LLC

WILLIS TOWERS WATSON SECURITIES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

RELATION WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2004

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2003

Series 24

Date: 3/23/2023

Current Firm

RELATION WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RELATION WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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