Duane M Toney
Investment adviser representative at Cwm, LLC
20 yearsExperience
2 statesRegistered in
PFSDesignation
$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
20 years in the industry.
- Carson WealthFeb 2022 to now
- Cwm, LLCJan 2017 to now
- Cetera Advisor NetworksJan 2017 to Feb 2023
- Pantheon Wealth Advisors dba Signal Wealth AdvisorsNov 2015 to Jan 2022
- Cambridge Investment Research Advisors, IncSep 2006 to Dec 2016
- Cambridge Investment Research, IncSep 2006 to Dec 2016
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 4627140
- Firm CRD
- 155344