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Mikaela Elaine Hutton

Cwa Asset Management Group

Naples, FL

CRD 7369287

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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:

Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-09
  • FL RA
    APPROVED
    Since 2021-11-09

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • 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
Cwa Asset Management Group Naples FL 04/2021 Present
Lululemon Naples FL 07/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-28
  • S65 Uniform Investment Adviser Law Examination
    2021-10-28
Other Names
  • Mikaela Elaine Latimer

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

More in Naples, FL

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