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Cynthia Ann Scott

OMC FINANCIAL SERVICES LTD·DEWITT, New York
Series 6, Series 7, Series 24, Series 63, Series 66Clean record5 years registeredOMC FINANCIAL SERVICES LTD
5789 WIDEWATERS PARKWAY, DEWITT, NY 13214CRD# 734770Firm CRD# 110528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cynthia Ann Scott · DEWITT, NY
Registration
CRD #734770 · OMC FINANCIAL SERVICES LTD · 5 years registered
Brand Profile
Not yet started
01

Career History

OMC FINANCIAL SERVICES LTD
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · August 6, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OMC FINANCIAL SERVICES LTD
CRD 110528 · SEC 801-29406
AUM
$226M
Regulatory assets under management
Employees
7
542 client accounts
Services offered by OMC FINANCIAL SERVICES LTD
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at OMC FINANCIAL SERVICES LTD →
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05

Frequently Asked Questions

What services does Cynthia Ann Scott offer?
Cynthia Ann Scott specializes in Investment Management. Contact their office in DEWITT, New York for a consultation.
What are Cynthia Ann Scott's credentials?
Cynthia Ann Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Ann Scott located?
Cynthia Ann Scott is based in DEWITT, New York, working with OMC FINANCIAL SERVICES LTD. Their office serves clients in the DEWITT metropolitan area and surrounding communities.
How does Cynthia Ann Scott charge for services?
Cynthia Ann Scott's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OMC FINANCIAL SERVICES LTD?
OMC FINANCIAL SERVICES LTD has approximately 7 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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