Best Investors Account Sign in
Inactive

Mariluz Nunez

Cwm Partners, LLC

New York, NY

CRD 6430070

Claim This Profile
Employer firm

Cwm Partners, LLC CRD 299857

$59.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • CONSULTING, FACILITATION, AND EDUCATIONAL SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Cwm Partners, Llc

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-06-13
  • NY RA
    APPROVED
    Since 2022-06-13

Branch Locations

New York, NY • 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
Manchester Capital Management Llc Ny NY 06/2011 01/2021
Unemployed New York NY 01/2021 03/2022
Cwm Partners Llc New York NY 03/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-11
  • S65 Uniform Investment Adviser Law Examination
    2015-02-11
Other Names
  • Mari Nunez

View on SEC IAPD

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor