Barry
Gilbert
Cwm, LLC
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About this Advisor
Barry Gilbert is a financial advisor based in Watertown, Massachusetts, working with Cwm, LLC. Barry has previously held positions at Lpl Financial LLC, Cwm, LLC Dba Carson Group Holdings, Cwm, LLC Dba Carson Partners - Crd # 155344, Carson Group Investing (Cgi, LLC) - Crd # 291744, and Cetera Advisor Networks LLC. Barry has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Barry is part of Cwm, LLC, which operates out of Watertown, Massachusetts. 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
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Barry Gilbert Work History
Cwm, LLC Dba Carson Group Holdings
Cwm, LLC Dba Carson Partners - Crd # 155344
Carson Group Investing (Cgi, LLC) - Crd # 291744
Cetera Advisor Networks LLC
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Barry Gilbert 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
Fort Atkinson, WI
Sioux Falls, SD
Omaha, NE
Green Bay, WI
Kennewick, WA
Omaha, NE
Hastings, NE
Pittsburgh, PA
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