Scot Shyman, financial advisor Phoenix AZ

Scot Shyman

CRD Number: 1484262
Current Firm: Commonwealth Financial Network

Scot Shyman (CRD# 1484262) is an Investment Advisor Representative working at Commonwealth Financial Network in Phoenix, AZ and has over 34 years of experience in the finance industry. Scot Shyman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Sep 2003 - Current 17
Camelback Retirement Planners Phoenix, AZ Jun 2003 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Scot G. Shyman
Phone Number: 781-736-0700
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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