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Gavin Macfarlane Baker

Investment adviser representative at Cwm, LLC
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Carson WealthAug 2024 to now
  2. Cwm, LLCJun 2023 to now
  3. Carson GroupJun 2023 to Aug 2024
  4. Quality Consulting SolutionsAug 2022 to May 2023
  5. College of CharlestonAug 2018 to May 2022
  6. UnemployedJun 2013 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, NE).

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
7772578
Firm CRD
155344
Advisor's SEC record (opens in a new tab)
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