Timothy Neville Fowler
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, LLCOct 2025 to now
- Cetera Wealth Services, LLCOct 2025 to now
- Cwm, LLC dba Carson Group HoldingsOct 2025 to now
- Morgan StanleyJan 2023 to Oct 2025
- E*trade Capital Management LLCJan 2019 to Sep 2023
- E*trade Securities LLCJan 2019 to Sep 2023
- J.P. Morgan Securities LLCJun 2018 to Jan 2019
- JPMorgan Chase Bank, N.A.Jun 2018 to Jan 2019
- UnemployedJan 2018 to Jun 2018
- TD AmeritradeMay 2014 to Jan 2018
- TD Ameritrade Investment Management, LLCMay 2014 to Jan 2018
- Tdameritrade Inc.May 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6099830
- Firm CRD
- 155344