Scott
Fitzgerald
Cwm, LLC
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About this Advisor
Scott Fitzgerald is a financial advisor based in Augusta, Georgia, working with Cwm, LLC. Scott has previously held positions at The Leaders Group Inc, Capitas Financial LLC/Pinnacel, Strategic Fin'L Mgmt LLC, Cwm, LLC, Pinnacle Insurance And Financial Services, LLC, Cetera Advisor Networks, Strategic Financial Management, LLC, and Dba Epic Ultimate Results, Ursec, LLC. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Louisiana. Currently, Scott is part of Cwm, LLC, which operates out of Augusta, Georgia. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Scott Fitzgerald Work History
Cwm, LLC
Strategic Financial Management, LLC
Cetera Advisor Networks
Dba Epic Ultimate Results, Ursec, LLC
The Leaders Group Inc
Capitas Financial LLC/Pinnacel
Pinnacle Insurance And Financial Services, LLC
Strategic Fin'L Mgmt LLC
Disclosures
Please visit the SEC profile of Scott Fitzgerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Omaha, NE
Green Bay, WI
Omaha, NE
Omaha, NE
Omaha, NE
Vineland, NJ
Hastings, NE
Pittsburgh, PA
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