Martin
Joyce
Cwm, LLC
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About this Advisor
Martin Joyce is a financial advisor operating out of Fall River, Massachusetts. Joyce is currently employed by Cwm, LLC. During their career, the advisor has held roles at University Of Massachusetts Dartmouth, Gleeson Powers, Inc, Buyer'S Edge Platform, Richmond Hardware, Braintree High School, South Middle School, Hirst Financial Independence Planning, Inc and Cwm, LLC. Joyce maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Massachusetts. Cwm, LLC is a registered investment company that has its headquarters in Omaha, NE. The company has offices in 165 locations and a total of 1,111 financial advisors. It administers $20 billion in total assets between its 96,956 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets. Cwm, LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees depend on which services the firm provides the client. Fee types billed by Cwm, LLC can consist 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
Martin Joyce Work History
Martin has been registered as a financial advisor for 0 years.*
Hirst Financial Independence Planning, Inc
Cwm, LLC
Hirst Financial Independence Planning, Inc
Gleeson Powers, Inc
Buyer'S Edge Platform
University Of Massachusetts Dartmouth
Richmond Hardware
Braintree High School
South 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 Martin Joyce 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
Omaha, NE
Sioux Falls, SD
Cedar Rapids, IA
Houston, TX
Omaha, NE
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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