Daniel Armas
Investment adviser representative at Cwm, LLC
16 yearsExperience
2 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
16 years in the industry.
- Cwm, LLCMar 2021 to now
- Gold Family WealthMar 2021 to now
- Vanderbilt Securities, LLCJun 2017 to Mar 2021
- Gitterman Wealth Management, LLCAug 2014 to Mar 2021
- Triad Advisors IncMay 2010 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CT, NJ).
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
- 4572310
- Firm CRD
- 155344