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Scot Joseph Bytnar

Investment adviser representative at Hms Financial Services, LLC
28 yearsExperience
1 stateRegistered in
$118.5MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

28 years in the industry.

  1. Hms Financial Services, LLCMar 1998 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993

State registrations

Registered as an investment adviser representative in 1 state (SC).

Hms Financial Services, LLC

$118.5MAssets managed
228Clients
1Advisers
5 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
2425936
Firm CRD
131569
Advisor's SEC record (opens in a new tab)
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