Danielle Fava
Investment adviser representative at Cwm, LLC
14 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Danielle Fava? Claim your profile
Contact this firm
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
14 years in the industry.
- Carson GroupApr 2024 to now
- Cwm, LLCApr 2024 to now
- Envestnet Embedded Advisory, IncAug 2022 to Apr 2024
- Envestnet, Inc.Jul 2020 to Apr 2024
- Staten Island CyoOct 2016 to Feb 2021
- TD AmeritradeApr 2012 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4415779
- Firm CRD
- 155344