Patrick Nee
Investment adviser representative at Cwm, LLC
10 yearsExperience
4 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
10 years in the industry.
- Cwm, LLCOct 2020 to now
- Boston Retirement Group, LLCJul 2016 to now
- MML Investors Services, LLCMar 2017 to Oct 2020
- Mass Mutual Life Insurance CompanyAug 2016 to Oct 2020
- Msi Financial Services, Inc.Aug 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 4 states (MA, NH, RI, 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
- 4499738
- Firm CRD
- 155344