Scott Mason Fitzgerald
Investment adviser representative at Cwm, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you Scott Mason Fitzgerald? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Cwm, LLCNov 2018 to now
- Strategic Financial Management, LLCOct 2004 to now
- Cetera Advisor NetworksNov 2018 to Nov 2019
- dba Epic Ultimate Results, Ursec, LLCDec 2013 to Dec 2021
- Pinnacle Insurance and Financial Services, LLCJan 2010 to Oct 2021
- Capitas Financial Llc/pinnacelJan 2010 to Nov 2018
- The Leaders Group IncJan 2010 to Nov 2018
- Strategic Fin'l Mgmt LLCMar 2008 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (GA, LA).
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
- 4547570
- Firm CRD
- 155344