Michael Scott Martin

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 01/2018
  Burney Company
  Falls Church, VA
• 01/2018 → 09/2018
  Unemployed
  Charlotte, NC
• 10/2018 → Present
  Capital Wealth Advisors
  Naples, FL

Previous Registrations

• 2012-10-22 → 2018-01-03
  The Burney Company
  Waxhaw, NC
• 2009-06-10 → 2011-04-01
  Td Ameritrade, Inc.
  Charlotte, NC
• 2009-06-10 → 2011-04-01
  Td Ameritrade Investment Management, Llc
  Charlotte, NC
• 2009-05-15 → 2009-06-18
  Ubs Financial Services Inc.
  Weehawken, NJ
  Charlotte, NC
• 2005-01-12 → 2008-03-27
  Ameriprise Financial Services, Llc
  Charlotte, NC
  Charlotte , NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-11
• S63 Uniform Securities Agent State Law Examination
  1999-12-04

Other Names

• Michael Scott Martin