Robert Scott Magnacca

Current Employers

Employment History

• 09/2015 → 11/2020
  Tiaa
  Waltham, MA
• 09/2015 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Waltham, MA
• 10/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 10/2021 → Present
  Asvised Assets Groups, Llc
  Greenwood Village, CO
• 11/2020 → 10/2021
  Retired- Unemployed
  Milford, MA

Previous Registrations

• 2015-10-14 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Boston, MA
  Braintree, MA
  Boston, MA
  Waltham, MA
• 2014-11-24 → 2015-09-28
  Td Ameritrade, Inc.
  Boston, MA
  Boston, MA
• 2014-11-24 → 2015-09-28
  Td Ameritrade Investment Management, Llc
  Quincy, MA
• 2009-05-15 → 2014-09-16
  Edelman Financial Engines
  Boston, MA
• 1998-07-02 → 2004-06-17
  Strategic Advisers Llc
  Worcester, MA

Other Businesses

1) Name: Author; Position: Author; Nature: Books; Investment Related: Yes; Hours: 1; Securities Trading Hours: 0; Start Date: 09/04/2012 Address: Home Address, Milford MA 01757; Description: I am the author of the 2 books noted above.I do not currently (and have no future plans to) actively promote either of my books although they are available for purchase on the internet and on amazon. 2) Author of 3rd book "Why Professional Help Matters". Book has been published but not actively promoting, marketing or generating publicity for the book. 0 hours per month; 0 hours per month during normal business hours. 3) salesforlife.ai / Co-founder. Online sales training. LinkedIn posts on sales theory and concepts (non-financial sales); build business plan for 2026 launch. 4 hours per month; 0 during normal business hours. 4) Babson College / Adjunct Lecturer. Teaching a class on artificial intelligence to undergraduates. 7 hours per month; 0 during normal business hours. 5) Salesforlife.ai / Co-Founder and Author. Published a book titled Storyselling in the Age of AI and may conduct Linkedin guest events to promote awareness. Writing and promoting book on artificial intelligence and sales. 5 hours per month; 0 during normal business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-09
• S65 Uniform Investment Adviser Law Examination
  1998-06-15

Designations

Other Names

• Robert Scott Magnacca
• Scott Robert Magnacca
• Scott Robert Magnacca