Schemia Marshae Rowan
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
10 years in the industry.
- Cwm, LLCMay 2026 to now
- Srq WealthMay 2026 to now
- Eagle Strategies, LLCNov 2020 to May 2026
- Nylife Securities,LLCSep 2016 to May 2026
- New York Life Ins CoAug 2016 to May 2026
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6636643
- Firm CRD
- 155344