Robert Brandon Vettorel

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

• 02/2012 → 04/2019
  Lpl Financial, Llc
  Washington, PA
• 09/2018 → Present
  Cwm, Llc Dba Carson Group Partners
  Omaha, NE
• 04/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2019 → 06/2024
  Washington Financial Dba Wealth Management Services
  Washington, PA
• 04/2019 → 05/2024
  Vetterol Asset Management, Llc
  Washington, PA
• 06/2024 → Present
  Rbv Wealth Management, Llc
  Washington, PA

Previous Registrations

• 2012-03-14 → 2019-04-09
  Lpl Financial Llc
  Mcmurray, PA
  San Diego, CA
  Washington, PA
  Hickory, PA
  Mcmurray, PA
  Mcmurray, PA
  Bridgeville, PA
  Burgettstwon, PA
• 2007-07-20 → 2012-03-22
  Walnut Street Securities, Inc.
  Canonsburg, PA
  Washington, PA
  Washington, PA
  St. Louis, MO

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 9/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2019 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: RBV WEALTH MANAGEMENT, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 8, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-16
• S63 Uniform Securities Agent State Law Examination
  1996-08-27