Scott J Reynolds
Investment adviser representative at Cwm, LLC
16 yearsExperience
3 statesRegistered 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
16 years in the industry.
- Carson WealthJun 2026 to now
- Cwm, LLCAug 2018 to now
- Ffr Wealth TeamAug 2018 to Jun 2026
- Cetera Advisor NetworksAug 2018 to Apr 2023
- Boys Hope Girls HopeMar 2015 to Jan 2017
- Business Networking InternationalJun 2014 to Jun 2022
- Waddell & Reed IncSep 2011 to Aug 2018
- Hockey Players 4 KidsNov 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
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
- 5977555
- Firm CRD
- 155344