Geoffrey Aleksander Skowronek
Investment adviser representative at Cwm, LLC
12 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
12 years in the industry.
- Boston Retirement GroupMay 2024 to now
- Cwm, LLCMay 2024 to now
- Commonwealth Financial NetworkOct 2019 to May 2024
- UnemployedMay 2019 to Oct 2019
- AXA Advisors, LLCSep 2018 to May 2019
- KforceJan 2017 to Aug 2017
- Assumption CollegeAug 2014 to Sep 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 6936152
- Firm CRD
- 155344