Scott Richter
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Scott Richter is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2022. In this role, he collaborates with clients to develop financial plans by examining potential outcomes and strategies, providing education through data, insights, and research to support informed decision-making.
His professional experience includes positions as Co-founder and Wealth Planner at OTIUMfinancial from 2020 to 2022, Wealth Management Advisor at TIAA from 2014 to 2020, Investment Representative at Fidelity Investments from 2010 to 2014, and Financial Advisor at Premier Wealth Group from 2008 to 2010. Throughout his career, he has focused on wealth planning and financial advisory services.
No information about education, credentials, personal interests, or community involvement was provided.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Location
Mason, OH
Most active in
Scott R has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2022 - Present (4 years)
Otium, LLC
2020 - 2022 (2 years)
TIAA-CREF
2014 - 2020 (6 years)
Tiaa
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Jing C
Series 65
Mason, OH
UIS Investment Management LLC
Ryan T
CFP®, Series 63
West Chester, OH
Tishy Financial LLC
Joseph F
Series 63, Series 65
Cincinnati, OH
Seven Hills Capital Advisors
Michael B
CFA®, Series 65
Cincinnati, OH
Beechwood Capital Management, Inc.
Victor M
CFA®, Series 63
Cincinnati, OH
Moy Investment Management, LLC
Christopher C
Series 63
Loveland, OH
Bellwether Investment Services LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")