Chad Michael Marriott
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.
- Cetera Wealth Services, LLCMar 2025 to now
- Cwm, LLCNov 2024 to now
- Cwm, LLC dba Carson PartnersNov 2024 to now
- Rlw Wealth Advisors, LLCOct 2024 to now
- Cetera Advisor Networks, LLC.Nov 2024 to Mar 2025
- Rfc Financial PlannersOct 2024 to Mar 2025
- UnemployedJun 2024 to Oct 2024
- Cwm, LLCMar 2022 to Jun 2024
- Carson WealthMay 2021 to Jun 2024
- Cetera Advisor NetworksOct 2020 to Dec 2021
- Pangea WealthOct 2020 to May 2021
- UnemployedAug 2020 to Oct 2020
- Vanguard Marketing CorporationAug 2018 to Jul 2020
- The Vanguard Group, Inc.Aug 2018 to Jun 2020
- Oneaz Credit UnionMay 2017 to Apr 2018
- Washington State UniversityJan 2017 to Jul 2018
- State Employees' Credit UnionSep 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6996366
- Firm CRD
- 155344