Michael Justin Salemy
Investment adviser representative at Cwm, LLC
11 yearsExperience
3 statesRegistered 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, LLCApr 2022 to now
- Srq WealthApr 2022 to now
- Cetera Advisor NetworksApr 2022 to Dec 2023
- Bast Financial GroupAug 2021 to Apr 2022
- Carrollwood Day SchoolNov 2018 to Aug 2021
- Northwestern Mutual Investment Services LLCMay 2018 to Apr 2022
- Northwestern Mutual Wealth Management CompanyMay 2018 to Apr 2022
- Donna CarrilloApr 2018 to Aug 2021
- USAA Financial Advisors IncMay 2017 to Aug 2017
- USAA Financial Planning ServicesMay 2017 to Aug 2017
- CdsOct 2016 to Apr 2018
- Eagle Fund Distributors, Inc.Oct 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, NH, TX).
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
- 5229730
- Firm CRD
- 155344