Best Investors Account Sign in
Inactive

Schemia Marshae Rowan

Cwm, LLC

Omaha, NE

Sarasota, FL

CRD 6636643

Claim This Profile
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
FL RA APPROVED 2026-05-29
  • FL RA
    APPROVED
    Since 2026-05-29

Branch Locations

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

One North Tuttle Ave, Suite 1, Sarasota, FL 34237 • 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
Cwm, Llc Omaha NE 05/2026 Present
Srq Wealth Sarasota FL 05/2026 Present
Nylife Securities,Llc Brooklyn NY 09/2016 05/2026
New York Life Ins Co Brooklyn NY 08/2016 05/2026
Eagle Strategies, Llc Brooklyn NY 11/2020 05/2026
  • 05/2026 → Present
    Omaha, NE
  • 05/2026 → Present
    Srq Wealth
    Sarasota, FL
  • 09/2016 → 05/2026
    Nylife Securities,Llc
    Brooklyn, NY
  • 08/2016 → 05/2026
    New York Life Ins Co
    Brooklyn, NY
  • 11/2020 → 05/2026
    Brooklyn, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-01
S63 Uniform Securities Agent State Law Examination 2016-10-08
  • S66 Uniform Combined State Law Examination
    2020-09-01
  • S63 Uniform Securities Agent State Law Examination
    2016-10-08
Designations
  • Chartered Financial Consultant
Other Names
  • Schemia M Rowan

View on SEC IAPD

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor