Marcelo Daniel Bernardo
Investment adviser representative at Cwm, LLC
18 yearsExperience
2 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
18 years in the industry.
- Mb10 LLCSep 2021 to now
- Cwm, LLCOct 2020 to now
- Cetera Wealth Services, LLCOct 2020 to now
- Cwm, LLC dba Carson PartnersOct 2020 to now
- Applied Financial PlanningSep 2008 to now
- The Money Guys;Sep 2008 to now
- LPL FinancialSep 2008 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2248872
- Firm CRD
- 155344