Eric
Mcewan
Cwm, LLC
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About this Advisor
Eric Mcewan is a financial advisor operating out of Vancouver, Washington with a total of 8 years of industry experience. Mcewan is an employee of Cwm, LLC. Their career trajectory has included roles at Cetera Advisor Networks, LLC, Granite Wealth Strategies, Linsco Private Ledger and Cwm, LLC. Mcewan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Cwm, LLC is a firm operating out of Omaha, NE. The firm has offices in 165 locations and a total of 1,111 advisors. It administers $20 billion in total assets between its 96,956 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by Cwm, LLC likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Eric Mcewan Work History
Eric has been registered as a financial advisor for 8 years.*
Cetera Advisor Networks, LLC
Cwm, LLC
Granite Wealth Strategies
Linsco Private Ledger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Mcewan 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
Sioux Falls, SD
Kennewick, WA
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. 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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