Mario Anthony Riccadonna

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

• 07/2022 → 03/2023
  Mariner Wealth Advisors
  Plano, TX
• 01/2021 → 07/2022
  Mariner Wealth Advisors
  Plano, TX
• 05/2020 → 01/2021
  Unemployed
  Cranberry Township, PA
• 08/2016 → 05/2020
  Student
  Erie, PA
• 05/2019 → 08/2019
  Edward Jones
  Zelienople, PA
• 05/2018 → 08/2018
  Wright Automotive
  Weford, PA
• 05/2017 → 08/2017
  Firebirds
  Cranberry Township, PA
• 03/2023 → 12/2025
  Note Advisors, Llc
  Buffalo, NY
• 01/2026 → Present
  Cwm, Llc
  Omaha, NE
• 01/2026 → Present
  Carson Wealth
  Pittsburgh, PA

Previous Registrations

• 2023-03-12 → 2025-12-16
  Note Advisors, Llc
  Buffalo, NY
• 2022-07-26 → 2023-03-08
  Mariner
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-26

Designations

• Certified Financial Planner