Katherine Diane Agrillo
Investment adviser representative at Cwm, LLC
28 yearsExperience
1 stateRegistered in
ChFC®Designation
$50.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Cwm, LLCMar 2026 to now
- Multiplex Planning dba Agillo Financial GroupAug 1998 to now
- The Pinnacle Financial GroupMay 2013 to Jan 2024
- LPL Financial LLCFeb 2000 to Jan 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1452692
- Firm CRD
- 155344