# SCOTT D TOOMASSON

SCOTT D TOOMASSON is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with CERITY PARTNERS LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CERITY PARTNERS LLC](https://search.stillhousedata.com/firm/151559) | 2021-11-03 | present | Yes |
| [B|O|S](https://search.stillhousedata.com/firm/110496) | 2018-09-05 | 2021-11-01 | — |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2017-06-01 | 2018-01-11 | — |
| [PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLC](https://search.stillhousedata.com/firm/125643) | 2011-02-18 | 2017-07-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-10-09 | 2009-02-13 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2006-11-29 | 2008-02-01 | — |
| [PRIVATE CAPITAL MANAGEMENT ASSOCIATES LLC](https://search.stillhousedata.com/firm/125643) | 2005-09-02 | 2006-11-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3219070)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3219070.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.