Scott Schless

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2018
  Florida State University
  Tallahassee, FL
• 10/2018 → 11/2019
  Bold New City Financial
  Jacksonville, FL
• 05/2018 → 10/2018
  Unemployed
  Jacksonville, FL
• 10/2018 → 11/2019
  Equity Services, Inc.
  Montpelier, VT
• 11/2019 → 06/2023
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 11/2019 → 06/2023
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 11/2019 → 06/2023
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 06/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-12-11 → 2023-06-07
  First Command Advisory Services
  Fort Worth, TX
  Orange Park, FL
  Jacksonville Beach, FL
• 2019-10-25 → 2019-11-14
  Equity Services, Inc.
  Jacksonville, FL
  Sandy Springs, GA

Other Businesses

1) SCHLESS INSIGHTS, INC / St. Johns FL 32259 / 05/2021 / President / Paraplanning / NIR / 50 HR/MO / 195 HR/MO Trading 2) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 52556 / 06/2023 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-04
• S66 Uniform Combined State Law Examination
  2019-10-21

Other Names

• Scott Schless
• Scott Francis Schless