Holly Danae Sabaliauskas
Investment adviser representative at Cwm, LLC
13 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
13 years in the industry.
- Cwm, LLCSep 2026 to now
- Cetera Wealth Services, LLCOct 2024 to now
- Cwm, LLC dba Carson Group HoldingsJan 2023 to now
- Cetera Advisor Networks LLCJan 2024 to Oct 2024
- Valley View FeedlotApr 2022 to Jan 2023
- Allied ImpactAug 2017 to Apr 2022
- UnemployedApr 2017 to Aug 2017
- Securities AmericaMay 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 2481745
- Firm CRD
- 155344