Stephen Thomas Bogosian
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCMar 2026 to now
- Carson WealthMar 2026 to now
- Beacon Capital ManagementMar 2025 to Mar 2026
- Northern Lights Distributors, LLCMar 2021 to Mar 2025
- Swan Global Investments, LLCNov 2020 to Feb 2025
- Northern Lights Distributors, LLCJun 2018 to Sep 2020
- Athenainvest Advisors, LLCJan 2017 to Dec 2020
- UnemployedJun 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5099981
- Firm CRD
- 155344