Scott Muma (CRD# 2940887) is an Investment Advisor Representative working at Commonwealth Financial Network in North Falmouth, MA and has over 26 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 6353257
Shp Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | Waltham, MA | Aug 2022 - Current | 1 |
Scott E Muma Wealth Management | Falmouth, MA | Aug 2022 - Current | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Aug 2022 | 1 |
Robert E Bouchie Jr Insurance Agency Inc. | Cataumet, MA | Jan 2014 - Aug 2022 | 8 |
Voya Financial Advisors | Cataumet, MA | Sep 2014 - Jun 2021 | 6 |
Ing Financial Partners | Cataumet, MA | Nov 2010 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1997 |
S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- MA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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