Scott Ashley Rucki
Investment adviser representative at Cwm, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Cwm, LLCMar 2025 to now
- Diamond Wealth AdvisorsMar 2025 to now
- Wealth Enhancement Advisory ServicesAug 2024 to Mar 2025
- Wealth Enhancement Brokerage ServicesAug 2024 to Mar 2025
- Wealth Enhancement GroupAug 2024 to Mar 2025
- Cetera Investment Advisers LLCJun 2023 to Jul 2024
- Cetera Advisor Networks LLCMar 2013 to Jul 2024
- Orrstown BankMar 2013 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 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
- 2921513
- Firm CRD
- 155344