Amy Marie Frederick
Investment adviser representative at Cwm, LLC
23 yearsExperience
1 stateRegistered 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
23 years in the industry.
- Cwm, LLCJul 2026 to now
- Truenorth 42 WealthApr 2026 to now
- Raymond James & Associates, IncFeb 2022 to Mar 2026
- Oeconnection, LLCDec 2019 to Feb 2022
- N/aApr 2019 to Dec 2019
- WholehanFeb 2019 to Apr 2019
- C2p EnterprisesAug 2016 to Feb 2019
- The Leaders Group IncApr 2003 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 4653017
- Firm CRD
- 155344