Michael Justin Salemy

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

• 04/2018 → 08/2021
  Donna Carrillo
  Tampa, FL
• 05/2018 → 04/2022
  Northwestern Mutual Investment Services Llc
  Tampa, FL
• 10/2016 → 04/2018
  Cds
  Tampa, FL
• 10/2015 → 11/2016
  Eagle Fund Distributors, Inc.
  St Petersburg, FL
• 05/2017 → 08/2017
  Usaa Financial Advisors Inc
  Tampa, FL
• 05/2017 → 08/2017
  Usaa Financial Planning Services
  Tampa, FL
• 05/2018 → 04/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2018 → 08/2021
  Carrollwood Day School
  Tampa, FL
• 08/2021 → 04/2022
  Bast Financial Group
  Lutz, FL
• 04/2022 → 12/2023
  Cetera Advisor Networks
  El Segundo, CA
• 04/2022 → Present
  Cwm, Llc
  Sarasota, FL
• 04/2022 → 04/2024
  Srq Wealth
  Sarasota, FL
• 04/2024 → Present
  Srq Wealth
  Sarasota, FL

Previous Registrations

• 2018-05-16 → 2022-04-20
  Northwestern Mutual Investment Services, Llc
  Tampa, FL
  Lutz, FL
  Lutz, FL
• 2017-07-20 → 2017-09-19
  Usaa Financial Planning Services
  Tampa, FL
• 2015-02-24 → 2015-10-30
  Cedar Capital, Llc
  Glen Ellyn, IL
• 2014-03-28 → 2015-01-02
  Good Harbor Financial
  Barrington, IL
• 2011-08-24 → 2013-11-18
  Invesco Advisers, Inc.
  Atlanta, GA

Other Businesses

NAME OF OTHER BUSINESS: Sebago Investments, LLC NATURE OF BUSINESS: REAL ESTATE START DATE: 3/2021 POSITION: Co-Owner APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Not involved in day to day business NAME OF OTHER BUSINESS: Play for Life Foundation NATURE OF BUSINESS: Non-profit 501(c)(3) organization dedicated to improving the health for our youths, veterans, firefighters, and law enforcement. START DATE: 01/01/2024 POSITION: Secretary APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Take meeting minutes NAME OF OTHER BUSINESS: St. John Heart Foundation NATURE OF BUSINESS: Raise monies to build and operate a hospital in poor country START DATE: 03/01/2024 POSITION: Treasurer APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Fundraising, Possible investment ideas, helping with the foundation's finances and keeping them in good order. NAME OF OTHER BUSINESS: Sebago Ventures, LLC NATURE OF BUSINESS: Holding Company START DATE: 1/1/2024 POSITION: Owner APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Manage NAME OF OTHER BUSINESS: Gold Key Boat Storage NATURE OF BUSINESS: Board Member START DATE: 9/1/2025 POSITION/TITLE/RELATIONSHIP: Investor APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Provide business advice FIXED INSURANCE NATURE: Insurance START: 3/29/2019 APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-23
• S63 Uniform Securities Agent State Law Examination
  2010-11-29

Other Names

• Michael Salemy
• Justin Salemy
• Michael Justin Salemy
• Michael J Salemy