Christopher
Tobey

Cwm, LLC

CRD#4574637
Investment Advisor
in Holliston, MA

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

Disclosures

No

Office Location

851 Washington Street
Holliston, MA 01746

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

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

424

MA Average: 226
Total Number of Accounts

58,973

MA Average: 7,467
Average Account Size

$201,737

MA Average: $264,928

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Investment Advisory Services

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

Christopher Tobey Work History

Christopher has 10 years of experience.

2020 - Present (2 years)

Cwm, LLC Dba Carson Wealth

2010 - 2020 (10 years)

Atlantic Capital Management

2010 - 2020 (10 years)

Purshe Kaplan Sterling

Disclosures

Christopher Tobey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Shayla Kriha
Omaha, NE
Christopher Tobey
Holliston, MA
Aaron Schaben
Omaha, NE
James Caldwell
Omaha, NE
Sam Wilkerson
Atlanta, GA
Zachary Reeg
Omaha, NE
Carla Stirling
Omaha, NE

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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