Christopher C Walters
Investment adviser representative at Cwm, LLC
17 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
17 years in the industry.
- Cwm, LLCSep 2025 to now
- Wells Trecaso Financial Group - Carson WealthSep 2025 to now
- Cabot Lodge Securities LLCSep 2019 to Sep 2025
- Wells Trecaso Financial Group, LLCDec 2017 to Dec 2025
- Ifs Securities Inc.Nov 2017 to Oct 2019
- Ifs Advisory, LLCNov 2017 to Dec 2017
- Morgan Stanley Smith BarneyJun 2009 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 3224520
- Firm CRD
- 155344