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SU

Scott A. Udkler

FIFIT LLC
Richmond, TX
Some features on this profile are disabled
CRD#: 5508273
SU

Professional summary

Scott Allen Udkler, CFP® is a registered financial advisor currently at FIFIT LLC located in Richmond, Texas and PROMUS ADVISORS located in Dallas, Texas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Scott has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9, Series 4 and Series 24 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allen Udkler'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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

March 19, 2020 - Present

FIFIT LLC

RIA
CRD#: 307957
Richmond, TX
Current

February 27, 2026 - Present

PROMUS ADVISORS

Office #1: 8226 Douglas Avenue Suite 650, Dallas, TX 75225
RIA
CRD#: 157484
Dallas, TX
Past

June 30, 2016 - March 9, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Houston, TX
Past

June 30, 2016 - March 9, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Houston, TX
Past

February 19, 2016 - June 2, 2016

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
HOUSTON, TX
Past

February 19, 2016 - June 2, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HOUSTON, TX
Past

September 28, 2015 - February 11, 2016

UFS

RIA
CRD#: 281600
KATY, TX
Past

August 9, 2011 - September 10, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
KATY, TX
Past

July 21, 2010 - September 9, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
KATY, TX
Past

August 18, 2008 - June 10, 2010

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

July 2, 2008 - August 19, 2008

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
SUGAR LAND, TX

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".
PA
PROMUS ADVISORS
PROMUS ADVISORS | PROMUS ASSET MANAGEMENT, LLC

CRD#: 157484 / SEC#: 801-80941

RIA
Registered Investment Advisory firm - (2/5/2015 Approved)
Texas
Registered Investment Advisory firm - (2/5/2015 Terminated)

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
Louisiana
(9/5/2024)
IAR
Texas
(3/19/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/16/2009
Uniform Securities Agent 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: 6/30/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/5/2011
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/2/2011
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/1/2010
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/18/2009
General Securities Principal Examination

Current Firm

PA
PROMUS ADVISORS
PROMUS ADVISORS | PROMUS ASSET MANAGEMENT, LLC

CRD#: 157484 / SEC#: 801-80941

RIA
Registered Investment Advisory firm - (2/5/2015 Approved)
Texas
Registered Investment Advisory firm - (2/5/2015 Terminated)
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Contact information

Main Address
8226 Douglas Avenue Suite 650, Dallas, TX 75225
Mailing Address
Phone number
(214) 612-5750
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROMUSADVISORS_2ADISCLOSURE_03202025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts271
AUM (Assets Under Management)$ 415,008,379

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

PROMUS ADVISORS

CRD#: 157484Richmond, TX

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