Josephine Laspina Trotta

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 05/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Dublin, OH
• 08/2011 → 05/2025
  Tiaa
  Dublin, OH
• 10/2015 → 06/2026
  Pathfinder Wealth Advisors, Llc
  Mayfield Heights, OH
• 02/2026 → Present
  Wells Trecaso Financial Group
  Mayfield Heights, OH
• 02/2026 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2015-10-22 → 2026-06-11
  Pathfinder Wealth Advisors Llc
  Independence, OH
  Mayfield Heights, OH
• 2011-08-11 → 2015-05-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Dublin, OH
  Beachwood, OH
• 2010-08-13 → 2011-08-02
  Stratos Wealth Partners, Ltd
  Fairlawn, OH
• 2009-05-29 → 2010-12-31
  Lpl Financial Llc
  San Diego, CA
  Beachwood, OH
  Beachwood, OH
  Akron, OH
• 2004-11-05 → 2009-05-26
  Ubs Financial Services Inc.
  Pepper Pike, OH
  Pepper Pike, OH
  Pepper Pike, OH
  Beachwood, OH
• 2001-11-16 → 2004-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH

Exams

• S66 Uniform Combined State Law Examination
  2001-08-30

Other Names

• Josephine La Spina Trotta