Nicholas Rawlins

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

• 08/2018 → 11/2020
  Rentacrate Enterprises, Llc
  Pittsburgh, PA
• 11/2015 → 08/2018
  Modern Material Services, Llc
  Sewickley, PA
• 09/2020 → Present
  Washington Financial Bank
  Washington, PA
• 11/2020 → Present
  Cwm, Llc Dba Carson Partners
  Washington, PA
• 09/2020 → 11/2020
  Cetera Advisor Networks
  Washington, PA
• 11/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2017 → Present
  Red Bird Properties, Llc
  Washington, PA
• 06/2017 → Present
  Washington County Transportation Authority
  Washington, PA
• 08/2019 → 12/2021
  Trinity Youth Baseball
  Washington, PA
• 02/2021 → Present
  Red Bird Services, Llc
  Villa Park, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES TITLE: WEALTH ADVISOR START: 10/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 DUTIES: FINANCIAL ADVISOR OPENING ACCOUNTS AND SERVICING ACCOUNTS 2. NAME OF OTHER BUSINESS: RED BIRD PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: 150 W PALM, UNIT 3, WASHINGTON, PA 15301 NATURE OF BUSINESS: REAL ESTATE START: 4/2017 TITLE: MEMBER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 DUTIES: MANAGE RENTAL PROPERTY 3. NAME OF OTHER BUSINESS: WASHINGTON COUNTY TRANSPORTATION AUTHORITY INVESTMENT RELATED: NO ADDRESS: 50 EAST CHESTNUT STREET, WASHINGTON, PA 15301 NATURE OF BUSINESS: BOARD OF DIRECTORS START: 6/2017 TITLE: VICE CHAIRMAN APX NUMBER OF HOURS PER WEEK: LESS THAN 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 DUTIES: VICE CHAIRMAN, BOARD OF DIRECTORS 4. NAME OF OTHER BUSINESS: RED BIRD SERVICES, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: HOME SERVICES, START: 02/2021, TITLE: OWNER, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, DUTIES: PROVIDE LAWN MOWING SERVICES; 6. NAME OF OTHER BUSINESS: WASHINGTON YOUTH BASEBALL; INVESTMENT RELATED: NO; ADDRESS: P O BOX 851 WASHINGTON, PA 15301; NATURE OF BUSINESS: BOARD; START: 12/2023; TITLE: COUNCIL MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: MEMBER OF COUNCIL; 7. NAME OF OTHER BUSINESS: RBV WEALTH MANAGEMENT, LLC, INVESTMENT RELATED: YES, ADDRESS: 380 SOUTHPOITNE BLVD, CANONSBURG, PA 15317, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 07/2024, TITLE: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 8, DUTIES: DBA FOR FINANCIAL SERVICES; 8. NAME OF OTHER BUSINESS: BROWN AND ABBOTT CPA; INVESTMENT RELATED: NO; ADDRESS: 402 MILL STREET CORAOPOLIS, PA 15108; NATURE OF BUSINESS: TAX AND ACCOUNTING: START: 04/2025; TITLE: TAX PREPARATION; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: HELP PREPARE AND COMPILE TAX RETURNS PRIMARILY FOR INDIVIDUALS AND PARTNERSHIPS; 10. NAME OF OTHER BUSINESS: WASHINGTON CEMETERY; INVESTMENT RELATED: NO; ADDRESS: 498 PARK AVENUE, WASHINGTON, PA 15301; NATURE OF BUSINESS: BOARD; START: 1/2026; TITLE: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: QUARTERLY MEETING, ASSISTANCE WITH BUDGET PREPARATION AND CAPITAL PLANNING, OVERSEE STAFF OF 10 PEOPLE;

Exams

• S66 Uniform Combined State Law Examination
  2020-08-31

Other Names

• Nick Rawlins