Gregory A Worcester
Investment adviser representative at Cwm, LLC
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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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
19 years in the industry.
- Kfa Partners, LLCJul 2022 to now
- Cwm, LLCApr 2021 to now
- Carson WealthApr 2021 to now
- Cetera Advisor NetworksApr 2021 to Aug 2023
- Gem Financial Advisors, Inc.Jul 2013 to Aug 2020
- LPL Financial, LLCSep 2007 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (IL, IN, MI).
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
- 4475428
- Firm CRD
- 155344