Scott D Toomasson
Investment adviser representative at Cerity Partners LLC
17 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Scott D Toomasson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Cerity Partners LLCNov 2021 to now
- B|0|sAug 2018 to Oct 2021
- Ep Wealth AdvisorsJun 2017 to Jul 2018
- Private Capital Management Associates LLCAug 2009 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 3219070
- Firm CRD
- 151559