Davis Levy
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
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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 2025 to now
- Silverhawk Private WealthApr 2025 to now
- JPMorgan Chase Bank NAAug 2021 to Apr 2025
- JPMorgan Securities LLCAug 2021 to Apr 2025
- The Vanguard Group, Inc.Aug 2020 to Aug 2021
- Self EmployedMay 2020 to Apr 2025
- SafewayMar 2020 to Mar 2020
- Sandia National LaboratoriesMay 2019 to Jul 2019
- SafewayDec 2018 to Jan 2019
- Albertsons CompaniesMay 2018 to Aug 2018
- SodexoMay 2017 to Apr 2018
- Northern Arizona UniversityAug 2016 to May 2020
- SafewayMay 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7288807
- Firm CRD
- 155344