Caroline Bay Taylor
Investment adviser representative at Cwm, LLC
11 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
11 years in the industry.
- Carson WealthJan 2025 to now
- Cwm, LLCMay 2023 to now
- Taylor Financial GroupMay 2023 to Jan 2025
- Prudential FinancialJun 2020 to Apr 2023
- Eaton VanceJan 2018 to Apr 2018
- Wellesley CollegeSep 2016 to May 2020
- Taylor Financial GroupJun 2015 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6647198
- Firm CRD
- 155344