David Andrew Barnett
Investment adviser representative at Cwm, LLC
12 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
12 years in the industry.
- Cwm, LLCFeb 2025 to now
- Strategic Financial ManagementFeb 2024 to now
- Tour Junkies, LLCMay 2015 to now
- SecuregiveSep 2015 to Feb 2022
- First Citizens Bank and Trust of South CarolinaAug 2014 to Dec 2024
- First Citizens Securities CorpAug 2014 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5646335
- Firm CRD
- 155344