LPL Financial
47yrs
Top advisor by experience in San Diego
24yrs
Based in San Diego, California, Scott Schechter is a fiduciary financial advisor with 24 years of industry experience. Scott has been with Eagle Strategies since 2014. Scott’s designations include CFP® and ChFC.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 74% of advisors at Eagle Strategies
OfficeSan Diego, CA
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowEagle Strategies LLCCurrent firm
Contact Scott
(888) 695-3245Firm headquarters in New York, NY. Ask for Scott. San Diego, CAOffice · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Scott
Tailored to Scott’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Scott
How do I contact Scott?
Call Eagle Strategies at (888) 695-3245 and ask for Scott Schechter. Scott works from the San Diego, CA office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2002, about 24 years. More experience than 74% of advisors at Eagle Strategies.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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