Nicholas Rawlins
Investment adviser representative at Cwm, LLC
11 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Nicholas Rawlins? Claim your profile
Contact this firm
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.
- Red Bird Services, LLCFeb 2021 to now
- Cwm, LLCDec 2020 to now
- Cetera Wealth Services, LLCNov 2020 to now
- Cwm, LLC dba Carson PartnersNov 2020 to now
- Washington Financial BankSep 2020 to now
- Washington County Transportation AuthorityJun 2017 to now
- Red Bird Properties, LLCApr 2017 to now
- Cetera Advisor NetworksSep 2020 to Nov 2020
- Trinity Youth BaseballAug 2019 to Dec 2021
- Rentacrate Enterprises, LLCAug 2018 to Nov 2020
- Modern Material Services, LLCNov 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7292593
- Firm CRD
- 155344