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Christopher J Tobey

Cwm, LLC

Omaha, NE

Southborough, MA

CRD 4574637

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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:

Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-04-08
TX RA APPROVED 2020-04-01
  • MA RA
    APPROVED
    Since 2020-04-08
  • TX RA
    APPROVED
    Since 2020-04-01

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

2 Park Central, Ste. 130, Southborough, MA 01772 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlantic Capital Management Holliston MA 03/2010 04/2020
Purshe Kaplan Sterling Albany NY 03/2010 04/2020
Cwm, Llc Dba Carson Wealth Omaha NE 04/2020 Present
  • 03/2010 → 04/2020
    Atlantic Capital Management
    Holliston, MA
  • 03/2010 → 04/2020
    Purshe Kaplan Sterling
    Albany, NY
  • 04/2020 → Present
    Cwm, Llc Dba Carson Wealth
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-02
  • S66 Uniform Combined State Law Examination
    2009-10-02
Designations
  • Certified Financial Planner
Other Names
  • Christopher Tobey
  • Christopher Jon Tobey

View on SEC IAPD

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