Scott Evan Muma

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 08/2022
  Robert E Bouchie Jr Insurance Agency Inc
  Cataumet, MA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Cataumet, MA
• 06/2021 → 08/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2022 → Present
  Scott E Muma Wealth Management
  Falmouth, MA
• 08/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2021-06-09 → 2022-08-19
  Cetera Wealth Services, Llc
  Beverly, MA
  Cataumet, MA
• 2010-12-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Cataumet, MA
  Grafton, MA
  Windsor, CT
• 2005-11-21 → 2010-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hyannis, MA
  Hyannis, MA

Other Businesses

Fixed insurance sales, Scott Muma; as of 06/03/2022, 3% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-19
• S63 Uniform Securities Agent State Law Examination
  1997-10-17

Other Names

• Scott Muma