Scott G. Eichler
SAVVY
Orange, CA 92866
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CRD#: 5431034
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.
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 process, Scott has been able to help his clients create dramatically more efficient portfolios, save more money, minimize taxes, and allow them to live the kind of financially independent lives they dream about.
Question & Answer
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Glenn Eichler'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®
NoneExperience
Current
April 8, 2024 - Present
SAVVY
Office #1: 742 E Chapman Ave, Orange, CA 92866RIA
CRD#: 318493
Orange, CA
Past
January 3, 2024 - March 12, 2024
FARTHER
RIA
CRD#: 302050
ORANGE, CA
Past
December 21, 2022 - January 2, 2024
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
NEWPORT BEACH, CA
Past
January 9, 2018 - March 29, 2024
NEWPORT WEALTH ADVISORS, INC.
RIA
CRD#: 137159
NEWPORT BEACH, CA
Past
November 2, 2011 - January 2, 2024
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
NEWPORT BEACH, CA
Past
October 20, 2010 - December 31, 2017
NEWPORT WEALTH ADVISORS, INC.
RIA
CRD#: 137159
NEWPORT BEACH, CA
Past
October 15, 2010 - November 2, 2011
CAPITAL GROWTH RESOURCES
BD
CRD#: 7779
NEWPORT BEACH, CA
Past
February 13, 2009 - September 27, 2010
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
ORANGE, CA
Past
November 7, 2007 - September 27, 2010
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
ORANGE, CA
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
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (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.Highlighted states indicate IAR registrations
IAR
California(4/8/2024)
IAR
Texas(4/8/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
