Douglas
Padden
Cwm, LLC
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About this Advisor
Douglas Padden is a financial advisor based in Providence, Rhode Island, working with Cwm, LLC. Douglas has previously held positions at New York Life Insurance Comp, Nylife Securities, LLC, Alpha Pension Group, Inc, Eagle Strategies LLC, Boston Retirement Group, LLC, Msi Financial Services, Inc, Mml Investors Services, LLC, Massmutual Life Insurance Co, Cwm, LLC, and Boston Retirement Group, LLC. Douglas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Douglas is part of Cwm, LLC, which operates out of Providence, Rhode Island. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Douglas Padden Work History
Cwm, LLC
Boston Retirment Group, LLC
Mml Investors Services, LLC
Boston Retirement Group, LLC
Msi Financial Services, Inc
Massmutual Life Insurance Co
Eagle Strategies LLC
Alpha Pension Group, Inc
New York Life Insurance Comp
Nylife Securities,LLC
Disclosures
Please visit the SEC profile of Douglas Padden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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