Scott M. Cashmore

MEMBERS ADVISORY GROUP

Williamsville, NY 14221

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CRD#: 5013398

Professional summary

Scott Michael Cashmore is a registered financial advisor currently at MEMBERS ADVISORY GROUP, LLC located in Williamsville, New York.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Scott has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael Cashmore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 12, 2014 - Present

MEMBERS ADVISORY GROUP, LLC

Office #1: 6750 Main Street, Williamsville, NY 14221

RIA

CRD#: 153723

Williamsville, NY

Past

July 15, 2010 - October 17, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

WILLIAMSVILLE, NY

Past

June 7, 2010 - October 17, 2012

LPL FINANCIAL LLC

CRD#: 6413

WILLIAMSVILLE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEMBERS ADVISORY GROUP, LLC

CRD#: 153723 / SEC#: 801-77362

RIA

Registered Investment Advisory firm - (11/14/2012 Approved)

New York

Registered Investment Advisory firm - (11/27/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/10/2021)

IAR

Texas
(2/12/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/25/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/3/2010

General Securities Representative Examination

Current Firm

MEMBERS ADVISORY GROUP, LLC

CRD#: 153723 / SEC#: 801-77362

RIA

Registered Investment Advisory firm - (11/14/2012 Approved)

New York

Registered Investment Advisory firm - (11/27/2012 Terminated)

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Contact information

Main Address

6750 Main Street, Williamsville, NY 14221

Mailing Address

Phone number

(716) 632-4066

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 11 2026 MAG FORM ADV PART 2A AND 2B FINAL (3/11/2026)

Regulatory assets under management

Total Number of Accounts	1,439
AUM (Assets Under Management)	$ 443,200,266

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Scott M. Cashmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael Cashmore's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEMBERS ADVISORY GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

MEMBERS ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2010

Series 63

Date: 6/25/2010

Series 7

Date: 6/3/2010

Current Firm

MEMBERS ADVISORY GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEMBERS ADVISORY GROUP, LLC

TRUST BUT VERIFY

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