Ty
Bongiovanni

Cwm, LLC

CRD#5189480
Investment Advisor
in Milldale, CT

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About this Advisor

Ty Bongiovanni is a financial advisor who works in Milldale, Connecticut who has 2 years of relevant experience. Bongiovanni is on the advisory team at Cwm, LLC. Throughout their career, they have worked at Securities America, Inc, Securities America Advisors, Cetera Advisor Networks, Cwm, LLC Dba Carson Partners, Nesso Wealth, Flp Financial, National Planning Corporation and Bongiovanni Insurance. Bongiovanni maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Cwm, LLC is a firm operating out of Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 advisors. It oversees $20 billion in assets among its 96,956 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 96,956 customer accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services typically depend on the financial services provided. Fee types billed by Cwm, LLC likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

409 Canal Street
Milldale, CT 06467

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

CT Average: $1,978,216,465
Total Number of Employees

1,111

CT Average: 226
Total Number of Accounts

96,956

CT Average: 7,467
Average Account Size

$205,697

CT Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Ty Bongiovanni Work History

Ty has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Nesso Wealth

2021 - Present (3 years)

Cetera Advisor Networks

2021 - Present (3 years)

Cwm, LLC Dba Carson Partners

2005 - Present (19 years)

Bongiovanni Insurance

2021 - 2022 (1 year)

Flp Financial

2017 - 2021 (4 years)

Securities America, Inc

2017 - 2021 (4 years)

Securities America Advisors

2006 - 2017 (11 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ty Bongiovanni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cwm, LLC

Gregory Villagomez
Nevada, MO
Dean Bertsch
Sioux Falls, SD
Timothy Hall
Omaha, NE
Patrick Healy
Omaha, NE
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Kandace Gordy
Cedar Rapids, IA
Benjamin Rosholt
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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