Steven Lee Ford
Investment adviser representative at Cwm, LLC
25 yearsExperience
3 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
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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
25 years in the industry.
- Slf LLCApr 2024 to now
- Cetera Investment Advisers LLCMar 2023 to now
- Cwm, LLCJun 2019 to now
- Cetera Wealth Services, LLCJun 2019 to now
- Cwm, LLC dba Carson Group PartnersJun 2019 to now
- Ffi Investments, IncJul 2011 to now
- Wealthcare Partners, Ltd.Aug 2007 to now
- Cadaret, Grant & Co., Inc.Jul 2001 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, IN, TX).
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
- 2023908
- Firm CRD
- 155344