Daniel
Lacey
Cwm, LLC
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About this Advisor
Daniel Lacey is a financial advisor based out of Lutherville Timonium, Maryland with 1 year of relevant experience. Lacey currently works for Cwm, LLC. Over the course of their career, they have held roles at Rasco'S Pizza, Senior Benefit Services, Inc, Financial Foundations, Inc, Boonsboro High School, Marietta College, Hagerstown Community College, Towson University, Boonsboro Middle School, Dfpg Investments, LLC, Jacob William Advisory and Cwm, LLC. Lacey has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Cwm, LLC is a financial advisory business that has its headquarters in Omaha, NE. The company has offices in 165 locations and a total of 1,111 employees. It oversees $20 billion in assets under management between its 96,956 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth investors who have at least $1 million in investable assets. Cwm, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice usually vary depending on the type of services offered. However, fee types charged by Cwm, LLC most likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Daniel Lacey Work History
Daniel has been registered as a financial advisor for 1 years.*
Jacob William Advisory
Cwm, LLC
Dfpg Investments, LLC
Senior Benefit Services, Inc
Financial Foundations, Inc
Hagerstown Community College
Towson University
Marietta College
Rasco'S Pizza
Boonsboro High School
Boonsboro Middle School
*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 Daniel Lacey 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
Cedar Rapids, IA
Omaha, NE
Omaha, NE
Sioux Falls, SD
Houston, TX
Vincennes, IN
Omaha, NE
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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