About this Advisor
Christopher Tobey is a certified financial planner located in Holliston, Massachusetts. Currently a registered advisor at Cwm, LLC, Tobey has 10 years of work experience. Tobey has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Tobey can act as an advisor in Massachusetts and Texas. Tobey has gained experience at Atlantic Capital Management, Purshe Kaplan Sterling and Cwm, LLC Dba Carson Wealth. Cwm, LLC is based out of Holliston, Massachusetts, and operates out of 123 offices in the United States. In aggregate, Cwm, LLC oversees $12 billion in assets dispersed across 58,973 accounts and retains more than 424 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 15% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Cwm, LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Tobey Work History
Christopher has 10 years of experience.
Cwm, LLC Dba Carson Wealth
Atlantic Capital Management
Purshe Kaplan Sterling
Christopher Tobey has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.