Scott Allen Udkler
Investment adviser representative at Promus Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$384.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Promus AdvisorsFeb 2026 to now
- Promus Asset Management, LLCFeb 2026 to now
- Fifit LLCFeb 2020 to Apr 2026
- Bearfoot Companies LLCFeb 2020 to Feb 2023
- Charles Schwab & Co., Inc.Jun 2016 to Feb 2020
- Charles Schwab BankJun 2016 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Promus Advisors
Legal name: Promus Asset Management, LLC
$384.6MAssets managed
50Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5508273
- Firm CRD
- 157484