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Scott David Tuxbury

NEW WEALTH ADVISORS, LLC·TEWKSBURY, Massachusetts
SIE, Series 6, Series 7, Series 63, Series 66Clean record16 years registeredNEW WEALTH ADVISORS, LLC
1 HIGHWOOD DRIVE, TEWKSBURY, MA 01876CRD# 2678904Firm CRD# 133164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott David Tuxbury · TEWKSBURY, MA
Registration
CRD #2678904 · NEW WEALTH ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: NEW WEALTH ADVISORS, LLC
ACCELERATE RETIREMENT
Jul 2024 – Oct 2024
Newton, MA
LION STREET ADVISORS, LLC
Oct 2019 – Oct 2024
Newton, MA
PFE ADVISORS, INC.
Nov 2016 – Dec 2017
SOUTHBOROUGH, MA
KESTRA ADVISORY SERVICES, LLC
Apr 2016 – Nov 2016
Providence, RI
NFP ADVISOR SERVICES, LLC
Mar 2016 – Sep 2016
Providence, RI
MFA ASSET MANAGEMENT, LLC
Aug 2010 – Aug 2015
TEWKSBURY, MA
COMMONWEALTH FINANCIAL NETWORK
Dec 2009 – Jan 2010
DEDHAM, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · December 18, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MFA ASSET MANAGEMENT, LLC
CRD 133164 · SEC 801-66132
AUM
$485M
Regulatory assets under management
Employees
9
148 client accounts
Services offered by MFA ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MFA ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Scott David Tuxbury offer?
Scott David Tuxbury specializes in Financial Planning, Investment Management.
What are Scott David Tuxbury's credentials?
Scott David Tuxbury is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott David Tuxbury located?
Scott David Tuxbury is based in TEWKSBURY, Massachusetts, last registered with NEW WEALTH ADVISORS, LLC.
How does Scott David Tuxbury charge for services?
Scott David Tuxbury's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW WEALTH ADVISORS, LLC?
NEW WEALTH ADVISORS, LLC has approximately 9 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEW WEALTH ADVISORS, LLC

Jeffrey Roger Arsenault
TEWKSBURY, MA

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