Ross Marinoni Lawrence
Investment adviser representative at Cwm, LLC
15 yearsExperience
2 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
15 years in the industry.
- Bleu Cat CapitalMay 2024 to now
- Rolo Ventures, IncJan 2023 to now
- White Ember, LLCJan 2023 to now
- Cwm, LLCApr 2017 to now
- Cetera Wealth Services, LLCApr 2017 to now
- White Ember Financial PlanningApr 2017 to now
- LPL Financial LLCMay 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 5830683
- Firm CRD
- 155344