Theodore Richard Agrillo
Investment adviser representative at Cwm, LLC
26 yearsExperience
1 stateRegistered 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
26 years in the industry.
- Cwm, LLCMar 2026 to now
- Cetera Wealth Services, LLCMar 2026 to now
- Agrillo Financial GroupJan 2000 to now
- Purshe Kaplan Sterling InvestmentsFeb 2024 to Mar 2026
- The Pinnacle Financial GroupMay 2013 to Mar 2026
- LPL Financial LLCFeb 2000 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
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
- 2288330
- Firm CRD
- 155344