Robert
Papa

Cwm, LLC

CRD#6974795
Investment Advisor
in Franklin Lakes, NJ

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About this Advisor

Robert Papa is a financial advisor who works in Franklin Lakes, New Jersey, with a total of 12 years of professional experience. Papa currently works for Cwm, LLC. Over the course of their career, Papa has held roles at Wayne Valley High School, Ohio University, Monclair University, Corradino & Papa, LLC, Offices Of Scott J. Rumana, Pit Bull Athletics, Axa Advisors, LLC, Cwm, LLC, Taylor Financial Group and Cetera Advisor Networks LLC. Papa has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Cwm, LLC is a registered investment company based in Franklin Lakes, New Jersey. The investment advisory business has offices in 165 locations and a total of 990 financial advisors. It oversees $20 billion in assets under management between its 82,314 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 82,314 client accounts, 18% are held by high-net-worth investors who have at least $1 million in assets. Cwm, LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Cwm, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

795 Franklin Ave Bldg. C, Suite 202
Franklin Lakes, NJ 07417

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,949,200,065

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

990

NJ Average: 226
Total Number of Accounts

82,314

NJ Average: 7,467
Average Account Size

$242,355

NJ 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

Robert Papa Work History

Robert has 12 years of experience.

2019 - Present (3 years)

Cwm, LLC

2019 - Present (3 years)

Taylor Financial Group

2019 - Present (3 years)

Cetera Advisor Networks LLC

2018 - 2019 (1 year)

Axa Advisors, LLC

2017 - 2018 (1 year)

Pit Bull Athletics

2015 - 2018 (3 years)

Monclair University

2015 - 2015 (< 1 year)

Offices Of Scott J. Rumana

2014 - 2015 (1 year)

Ohio University

2014 - 2017 (3 years)

Corradino & Papa, LLC

2010 - 2014 (4 years)

Wayne Valley High School

Disclosures

Robert Papa has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Daniel Adams
Kennewick, WA
J Cameron Zabko
Omaha, NE
Randall Loemker
Omaha, NE
Ryan Ovenden
Sioux Falls, SD
Dustin Ford
Omaha, NE
Robert Vettorel
Washington, PA
Robert Dumas
Thibodaux, LA
Randy Harrison
Omaha, NE

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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