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Bradley Ernest Shermeto

Investment adviser representative at Cwm, LLC
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Cwm, LLCSep 2025 to now
  2. Carson WealthSep 2025 to now
  3. Louis Plung & CompanyJan 2019 to Sep 2025
  4. Technip FmcApr 2017 to Dec 2018
  5. StudentOct 2015 to Mar 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
8166976
Firm CRD
155344
Advisor's SEC record (opens in a new tab)
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