Gregory
Gaynier

Cwm, LLC

CRD#1061226
Investment Advisor
in Austin, TX

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About this Advisor

Gregory Gaynier is a financial advisor based in Austin, Texas, working with Cwm, LLC. Gregory has previously held positions at Financial Telesis Inc, Retirement Plan Solutions LLC, 401K Advisors Inc, Nfp Advisor Services, LLC, Strategic Retirement Partners, Kestra Financial Services, Inc, Sigma Financial Corporation, Spc, Cwm, LLC, Collective Advisors, and Cetera Advisor Networks. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Gregory is part of Cwm, LLC, which operates out of Austin, Texas. 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

Series 63, Series 65

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

3006 Bee Caves Rd. Suite A-200
Austin, TX 78746

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

TX Average: 226
Total Number of Accounts

110,327

TX Average: 7,467
Average Account Size

$242,682

TX Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Gregory Gaynier Work History

2020 - Present (5 years)

Cwm, LLC

2020 - Present (5 years)

Collective Advisors

2020 - 2022 (2 years)

Cetera Advisor Networks

2018 - 2020 (2 years)

Sigma Financial Corporation

2018 - 2020 (2 years)

Spc

2016 - 2018 (2 years)

Strategic Retirement Partners

2016 - 2018 (2 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Advisor Services, LLC

2013 - 2016 (3 years)

401K Advisors Inc

2010 - 2014 (4 years)

Financial Telesis Inc

2005 - 2020 (15 years)

Retirement Plan Solutions LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gregory Gaynier 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

Kristen Rainone
Omaha, NE
Rachel Kramarchuk
Littleton, CO
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Taylor Smithyman
Fort Atkinson, WI
Dean Bertsch
Sioux Falls, SD
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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