David John Scott
Investment adviser representative at Cx Institutional, LLC
10 yearsExperience
1 stateRegistered in
$4.5BFirm assets
8 yearsFirm in business
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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
10 years in the industry.
- Cx Institutional, LLCAug 2019 to now
- Miller Private WealthNov 2022 to Feb 2023
- Old National BankMar 2019 to Aug 2019
- American Equipment GrpMay 2017 to Mar 2019
- Cebolla's Mexican GrillJun 2015 to Apr 2017
- Indiana University Fort WayneJan 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7167433
- Firm CRD
- 292627