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Scott Glenn Eichler

Scott Glenn Eichler

SAVVY
Orange, CA
·CRD# 5431034·19 years experience

Professional Summary

Scott Glenn Eichler is a registered financial advisor currently at SAVVY located in Orange, California. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Biography

Scott Eichler is a well-known author and financial advisor in Orange County, Southern California. His educational workshops have been widely attended by thousands of business owners, retirees, and pre-retirees throughout LA, Orange, and San Diego Counties. Scott has developed a specialty in helping attorneys and their clients realize their dream of financial independence through formula-based investment planning. His step-by-step framework helps firm owners, plaintiffs, and retirees better maximize the value of their assets. Using this...

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

LinkedIn

linkedin.com/in/xxxxxx

Email

xxxxx@xxxx.xxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

SAVVY·CRD# 318493
RIA
742 E Chapman Ave, Orange, CA 92866
April 8, 2024 - Present
FARTHER·CRD# 302050
RIA
Orange, CA
January 3, 2024 - March 12, 2024
CENTAURUS FINANCIAL, INC.·CRD# 30833
RIA
Newport Beach, CA
December 21, 2022 - January 2, 2024
NEWPORT WEALTH ADVISORS, INC.·CRD# 137159
RIA
Newport Beach, CA
January 9, 2018 - March 29, 2024
CENTAURUS FINANCIAL, INC.·CRD# 30833
BD
Newport Beach, CA
November 2, 2011 - January 2, 2024
NEWPORT WEALTH ADVISORS, INC.·CRD# 137159
RIA
Newport Beach, CA
October 20, 2010 - December 31, 2017
CAPITAL GROWTH RESOURCES·CRD# 7779
BD
Newport Beach, CA
October 15, 2010 - November 2, 2011
INVESTMENT ADVISORS INTERNATIONAL, INC.·CRD# 139233
RIA
Orange, CA
February 13, 2009 - September 27, 2010
WORLD GROUP SECURITIES, INC.·CRD# 114473
BD
Orange, CA
November 7, 2007 - September 27, 2010

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Current Firm

SA
SAVVY

ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS

CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - SEC (4/11/2022 Approved)

Contact Information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Phone Number

(833) 745-6789

# of Employees

170

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,645

AUM (Assets Under Management)

$5,001,044,474

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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.

1. Name of other business: DES Properties LLC; Is business Investment related: Yes; Address of other business: 742 E. Chapman Ave., Orange, CA 92886; Nature of other business: Commercial Real Estate; Your position: Member/Manager; Start date of relationship: December 2022; Approx. # of hours /month devote to other business: 2, approx. 2 hours during securities trading hours; Briefly describe duties: Attend Board Meetings; 2. Name of other business: Sage Settlement Consulting; Is business Investment related: Yes; Address of other business: 11044 Research Blvd., Suite B-415, Austin, TX 78759; Nature of other business: Structured Settlement Sales; Your position: Referral; Start date of relationship: October 2023; Approx. # of hours /month devote to other business: 5, approx. 5 hours during securities trading hours; Briefly describe duties: As is appropriate, refer prospects to them for a structured settlement; 3. Name of other business: Transcendent Planning; Is business Investment related: No; Address of other business: 614 Utica Ave., Huntington Beach, CA 92648; Nature of other business: Life Insurance; Your position: Agent; Start date of relationship: November 1, 2020; Approx. # of hours /month devote to other business: 1, approx. 1 hours during securities trading hours; Briefly describe duties: refer life insurance business; 4. Name of other business: Don't Play Chicken with your Nest Egg; Is business Investment related: No; Address of other business: 742 E Chapman Ave., Orange, CA 92866; Nature of other business: Publishing; Your position: Author; Start date of relationship: August 15, 2017; Approx. # of hours /month devote to other business: 0, approx. 0 hours during securities trading hours; Briefly describe duties: None.

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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".
SA
SAVVY

ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS

CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - SEC (4/11/2022 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.
IAR
California
(4/8/2024)
IAR
Texas
(4/8/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2008About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2013About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2007About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Scott Glenn Eichler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Scott Glenn Eichler
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