Cwm, LLC

Investment Advisor
in Franklin Lakes, NJ

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About this Advisor

Robert Papa is a financial advisor working in Franklin Lakes, New Jersey, with 10 years of professional experience. Papa is currently employed by Cwm, LLC. Their career trajectory has included 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 maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in New Jersey. Cwm, LLC is a financial advisory company that has its headquarters in Franklin Lakes, New Jersey. The firm has offices in 123 locations and a total of 424 financial advisors. It oversees $12 billion in assets under management across its 58,973 accounts, making it one of the biggest firms in the United States by assets under management. Of its 58,973 accounts, 15% are held by high-net-worth investors who have more than $1 million in investable assets. Cwm, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically vary depending on which services the firm provides the client. Fees charged by Cwm, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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



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


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


NJ Average: 226
Total Number of Accounts


NJ Average: 7,467
Average Account Size


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 10 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


Robert Papa has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

John Harty
San Rafael, CA
Amy Cadwell
Orlando, FL
Zachary Reeg
Omaha, NE
Cole David
Omaha, NE
Iker Pimienta
Spring, TX
Sonu Varghese
Omaha, NE
Robert Masyczek
Napa, CA
Christopher Tobey
Holliston, MA

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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