Scott Toms, financial advisor Omaha NE

Scott Toms

CRD Number: 4279381
Current Firm: Cwm, LLC

Scott Toms (CRD# 4279381) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Csa Properties LLC Johnson City, TN Oct 2019 - Current 1
Cetera Advisor Networks, LLC El Segundo, CA Jan 2017 - Current 4
Cwm, LLC Omaha, NE Jul 2012 - Current 8
Cornerstone Wealth Management Group Hagerstown, MD Aug 2001 - Current 19
Linsco Private Ledger Corp Hagerstown, MD Dec 2001 - Jan 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Scott D. Toms
Phone Number: 402-330-0808
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    11,897
    MILLIONS
  • Total Number of Accounts
    58,973
    ACCOUNTS
  • Average Account Value
    $201,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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