Natasha Nasha Allen
Investment adviser representative at Cwm, LLC
11 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
11 years in the industry.
- Cwm, LLCSep 2026 to now
- Cetera Wealth Services, LLCSep 2026 to now
- Natasha N Allen, LLCSep 2025 to now
- LPL Financial LLCJan 2026 to Aug 2026
- UnemployedNov 2025 to Jan 2026
- Edward JonesMay 2022 to Nov 2025
- UnemployedMar 2022 to May 2022
- Cardone VenturesMay 2021 to Feb 2022
- Liv Communities LLCFeb 2020 to Jul 2021
- Natasha Nashea EnterpriseSep 2017 to Dec 2020
- UnemployedMar 2017 to Aug 2017
- SoliumJul 2015 to Mar 2017
- The J.M. Smucker CompanyJul 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4819988
- Firm CRD
- 155344