Triston Hunter Hasty-grant
Investment adviser representative at Cwm, LLC
10 yearsExperience
4 statesRegistered 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, LLCFeb 2021 to now
- Cwm, LLCNov 2020 to now
- Cwm, dba Carson PartnersNov 2020 to now
- Cwm, LLC dba Carson Wealth ManagementAug 2020 to now
- Global Wealth Mgmt dba Waterstone Private Wealth MgmtAug 2020 to now
- Cetera Advisor NetworksAug 2020 to Feb 2021
- Farmers InsuranceMar 2019 to Aug 2020
- Oklahoma State UniversityJun 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 4 states (LA, NE, NH, TX).
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
- 7287670
- Firm CRD
- 155344