Scott
Reynolds

Cwm, LLC

CRD#5977555
Investment Advisor
in Covington, KY

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About this Advisor

Scott Reynolds is a financial advisor based in Covington, Kentucky, working with Cwm, LLC. Scott has previously held positions at Waddell & Reed Inc, Hockey Players 4 Kids, Business Networking International, Boys Hope Girls Hope, Cwm, LLC, Cetera Advisor Networks, and Ffr Wealth Team. Scott has passed the Series 66 regulatory exam and is registered to provide services in Kentucky, Ohio, and Texas. Currently, Scott is part of Cwm, LLC, which operates out of Covington, Kentucky. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

50 East Rivercenter Blvd, Suite 1225
Covington, KY 41011

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

KY Average: $1,978,216,465
Total Number of Employees

1,111

KY Average: 226
Total Number of Accounts

110,327

KY Average: 7,467
Average Account Size

$242,682

KY Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Scott Reynolds Work History

2024 - Present (0 year)

Ffr Wealth Team

2018 - Present (6 years)

Cwm, LLC

2018 - Present (6 years)

Ffr Wealth Team

2018 - 2023 (5 years)

Cetera Advisor Networks

2015 - 2017 (2 years)

Boys Hope Girls Hope

2014 - 2022 (8 years)

Business Networking International

2011 - 2018 (7 years)

Waddell & Reed Inc

2010 - 2016 (6 years)

Hockey Players 4 Kids

Disclosures

Please visit the SEC profile of Scott Reynolds 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

Jeremy Weller
Green Bay, WI
Brian Aamlid
Sioux Falls, SD
James Kampetis
Omaha, NE
Kevin Oleszewski
Vineland, NJ
Tina Cicci
Foxboro, MA
Taylor Smithyman
Fort Atkinson, WI
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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