Zainab Murtaza Gandhi
Investment adviser representative at Cwm, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
18 years in the industry.
- Cwm, LLCMar 2023 to now
- Cetera Wealth Services, LLCMar 2023 to now
- Cwm, LLC dba Carson Group HoldingsMar 2023 to now
- Cwm, LLC dba Carson Wealth-the Shobe Financial GroupMar 2023 to now
- Allied Shipping and Chemicals LLCNov 2022 to now
- Gifted Homezz LLCAug 2019 to now
- Raymond James Financial Services, IncNov 2008 to Mar 2023
- Financial Benefits, Inc.Jan 2008 to May 2023
- Shobe & Associates, Inc. - the Shobe Financial GroupJan 2008 to May 2023
- Shobe & Associates, Inc.Jan 2008 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 3 states (LA, NC, 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
- 5484679
- Firm CRD
- 155344