Scott Mccandless
Investment adviser representative at Cx Institutional, LLC
12 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$4.5BFirm assets
Are you Scott Mccandless? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cx Institutional, LLCSep 2025 to now
- Mariner Wealth AdvisorsOct 2022 to Sep 2025
- Personal Capital Advisors CorporationAug 2017 to Oct 2022
- Edward JonesFeb 2017 to Aug 2017
- TD AmeritradeMar 2014 to Feb 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 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
- 5802219
- Firm CRD
- 292627