Adam Howells Scott

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

• 02/2006 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2007 → Present
  Axial Financial Group
  Burlington, MA

Other Businesses

FIXED INSURANCE SALES UNDER AXIAL FINANCIAL GROUP A.K.A. THE AXIAL COMPANY; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-05
• S63 Uniform Securities Agent State Law Examination
  1999-04-28

Designations

• Certified Financial Planner

Other Names

• Adam Scott