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Douglas John Smorag

Cm Wealth Advisors LLC

Beachwood, OH

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Current Employers
Cm Wealth Advisors Llc

2000 Auburn Drive Suite 400, Beachwood, OH 44122-4327 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-07-12
  • OH RA
    APPROVED
    Since 2022-07-12

Branch Locations

2000 Auburn Drive Suite 400, Beachwood, OH 44122 • 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
Clanco Management/Cm Wealth Advisors Cleveland OH 01/1998 Present
  • 01/1998 → Present
    Clanco Management/Cm Wealth Advisors
    Cleveland, OH
Previous Registrations
  • 2002-10-07 → 2003-11-03
    Fourth Street Performance Partners, Inc.
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-28
  • S65 Uniform Investment Adviser Law Examination
    2002-10-28
Designations

View on SEC IAPD

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