Brandon P Buhay

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

• 05/2015 → 01/2018
  Millington Securities, Inc.
  Red Bank, NJ
• 05/2015 → 01/2018
  Wbi Investments, Inc.
  Red Bank, NJ
• 02/2018 → 03/2021
  Vanderbilt Securities, Llc
  Woodbury, NY
• 02/2018 → 03/2021
  Gitterman Wealth Management
  Edison, NJ
• 03/2021 → Present
  Gold Family Wealth
  Westport, CT
• 03/2021 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2018-02-21 → 2021-03-08
  Gitterman Wealth Management, Llc
  Edison, NJ
• 2015-10-27 → 2018-01-30
  Wbi Investments, Llc
  Red Bank, NJ

Exams

• S66 Uniform Combined State Law Examination
  2015-08-14

Other Names

• Brandon Buhay