Justin Arthur Roski
Investment adviser representative at Cwm, LLC
14 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
14 years in the industry.
- Cwm, LLCJan 2023 to now
- Cetera Wealth Services, LLCMay 2022 to now
- Wealthcare PartnersJul 2021 to now
- Cetera Advisor NetworksAug 2021 to May 2022
- UnemployedFeb 2021 to Jul 2021
- Alter DomusFeb 2017 to Feb 2021
- Guggenheim PartnersDec 2012 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7423522
- Firm CRD
- 155344