Alexander
Reed

Cwm, LLC

CRD#5996283
Investment Advisor
in Portland, OR
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About this Advisor

Alexander Reed is a certified financial planner and chartered financial consultant working out of Portland, Oregon, who has been in the advisory business for 12 years. Reed is an employee of Cwm, LLC. Throughout their career, Reed has worked at Double Diamond Rest, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Governor Hotel, Premiere Valet, University Of Oregon, World Wheelchair Sports, University Of Denver, Cetera Advisor Networks and Cwm, LLC. Reed holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Cwm, LLC is a company that has its headquarters in Portland, Oregon. It has offices in 76 locations and a total of 343 employees. It has $5 billion in total assets between its 24,247 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 24,247 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cwm, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees vary depending on which services the firm provides the client. Fees charged by Cwm, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

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

10200 Sw Greenburg Road Suite 340
Portland, OR 97223

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Cwm, LLC Brokerage Details

Total Assets Under Management

$7,502,978,872

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

309

OR Average: 226
Total Number of Accounts

41,219

OR Average: 7,467
Average Account Size

$182,027

OR 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

Alexander Reed Work History

Alexander has 12 years of experience.

2018 - Present (1 year)

Cetera Advisor Networks

2018 - Present (1 year)

Cwm, LLC

2011 - 2011 (< 1 year)

Double Diamond Rest

2011 - 2018 (7 years)

Hornor Townsend & Kent Inc

2011 - 2018 (7 years)

Penn Mutual Life Ins Co

2010 - 2010 (< 1 year)

Governor Hotel

2010 - 2010 (< 1 year)

Premiere Valet

2009 - 2010 (1 year)

University Of Oregon

2009 - 2009 (< 1 year)

World Wheelchair Sports

2006 - 2008 (2 years)

University Of Denver

Disclosures

Alexander Reed has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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