Daniel Blake London

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

• 05/2009 → 05/2017
  Student/Unemployed
  Naples, FL
• 01/2018 → 10/2018
  Top Tier Entertainment
  Tallahassee, FL
• 05/2017 → 06/2019
  The Strip Entertainment Group
  Tallahassee, FL
• 07/2019 → Present
  Capital Wealth Advisors
  Naples, FL
• 03/2021 → 12/2022
  Cwa Naples, Llc
  Naples, FL

Previous Registrations

• 2021-09-15 → 2022-12-31
  Cwa Naples, Llc
  Naples, FL

Other Businesses

(1) London Life Consulting, INC. - 2/1/21 - 12888 Pond Apple Drive, West Naples, FL 34119 - Consultant, investment related, 16 hrs/month; 16 hrs/month (during trading hours). (2) London Executive Office Suites, LLC. - 8/26/22 - 3606 Enterprise Avenue #200, Naples, FL 34109 - Vice President, not investment related, 16 hrs/month; 16 hrs/month (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-03