Robert Casey Frye

Current Employers

Employment History

• 08/2015 → 01/2025
  Wells Fargo Advisors Financial Network, Llc
  Roseville, CA
• 08/2015 → Present
  Fried Worms, Llc
  Roseville, CA
• 01/2025 → Present
  Cwm, Llc. Dba Carson Wealth
  Roseville, CA
• 01/2025 → Present
  Cwm, Llc Dba Carson Group Holdings
  Roseville, CA
• 01/2025 → Present
  Cwm, Dba Carson Partners - Crd # 155344
  Roseville, CA
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2015-08-25 → 2025-01-28
  Wells Fargo Advisors Financial Network, Llc
  Roseville, CA
• 2010-10-26 → 2015-09-09
  Morgan Stanley
  Roseville, CA
• 2003-05-23 → 2010-11-01
  Lpl Financial Llc
  Roseville, CA
  Folsom, CA
  Roseville, CA
• 2009-03-23 → 2009-12-31
  Wurm & Frye Investment Advisory Group
  Roseville, CA
• 2003-07-10 → 2008-12-31
  Wurm & Frye Investment Advisory Group
  Roseville, CA
• 2001-02-06 → 2003-05-28
  Prudential Equity Group, Llc
  Sacramento, CA

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 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: WEALTH ADVISOR START DATE: 12/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL PROVIDE ADVISORY SERVICES TO CLIENTS, WHEN NEEDED; 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: 11/1997 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: ORLINDA, TN 37141; NATURE OF BUSINESS: FARMLAND RENTAL START DATE: 3/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: 23 ACRE FARM PROPERTY (RAW LAND) IN ORLINDA TN. I LOCAL FARMER LEASES IT FROM ME ON AN ANNUAL BASIS. I HAVE NO RESPONSIBILITIES FOR THE FARM OPERATION, MERELY OWN AND LEASE THE LAND; 4. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING BROKERAGE AND ADVISORY SERVICES TO CLIENTS, WHEN NEEDED; 5. NAME OF OTHER BUSINESS: FRIED WORMS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC; START DATE: 3/2025; POSITION/TITLE/RELATIONSHIP: PARTNER/OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY; 6. NAME OF OTHER BUSINESS: CWM, LLC. DBA CARSON WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR MARKETING PURPOSES / DBA FOR FINANCIAL SERVICES START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: INVESTMENT AND FINANCIAL PLANNER;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-01
• S63 Uniform Securities Agent State Law Examination
  1997-10-31

Designations

Other Names

• Casey Frye