Anna Marie Fagan
Investment adviser representative at Cwm, LLC
17 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
17 years in the industry.
- Cetera Wealth Services, LLCAug 2021 to now
- Cwm, LLCJun 2020 to now
- Carson WealthJun 2020 to now
- Cwm, LLC dba Carson WealthJun 2020 to now
- Community Bank of Tri-countyNov 2009 to Jun 2020
- Infinex Investments, Inc.Nov 2009 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 4 states (DC, MD, NC, 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
- 4529067
- Firm CRD
- 155344