Eric
Michalski

Cwm, LLC

CRD#4117888
Investment Advisor
in Atlanta, GA

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About this Advisor

Eric Michalski is a financial advisor based in Atlanta, Georgia, working with Cwm, LLC. Eric has previously held positions at Woodbury Financial Services, Inc, Jon Baker Financial Group, Cwm, LLC, and Carson Wealth. Eric has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Eric is part of Cwm, LLC, which operates out of Atlanta, Georgia. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

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

211 Perimeter Center Parkway Suite 1025
Atlanta, GA 30346

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

GA Average: 226
Total Number of Accounts

110,327

GA Average: 7,467
Average Account Size

$242,682

GA Average: $264,928

Investment Advisory Services

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

Eric Michalski Work History

2022 - Present (3 years)

Carson Wealth

2020 - Present (5 years)

Cwm, LLC

2011 - 2020 (9 years)

Woodbury Financial Services, Inc

2011 - 2022 (11 years)

Jon Baker Financial Group

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Disclosures

Please visit the SEC profile of Eric Michalski 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

Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA
James Clements
Omaha, NE
Tina Cicci
Foxboro, MA
Taylor Smithyman
Fort Atkinson, WI
Kevin Oleszewski
Vineland, NJ
Jeremy Weller
Green Bay, WI
Erik Tena-Vigil
Omaha, NE

The content in this profile was updated by SmartAsset on 6/19/2024. 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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