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Michael William Cerami

Mwa Financial Services Inc.

Raleigh, NC

CRD 8154687

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Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-11
OH RA APPROVED 2026-03-11
MT RA APPROVED 2026-03-10
NC RA APPROVED 2026-03-10
PA RA APPROVED 2026-03-10
  • FL RA
    APPROVED
    Since 2026-03-11
  • OH RA
    APPROVED
    Since 2026-03-11
  • MT RA
    APPROVED
    Since 2026-03-10
  • NC RA
    APPROVED
    Since 2026-03-10
  • PA RA
    APPROVED
    Since 2026-03-10

Branch Locations

1611 Jones Franklin Road Suite 109, Raleigh, NC 27606 • 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
Premier Research International Llc Morrisville NC 03/2015 03/2024
Modern Woodmen Of America Rock Island IL 11/2024 Present
Unemployed Raleigh NC 04/2024 10/2024
Mwa Financial Services, Inc. Rock Island IL 08/2025 Present
  • 03/2015 → 03/2024
    Premier Research International Llc
    Morrisville, NC
  • 11/2024 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 04/2024 → 10/2024
    Unemployed
    Raleigh, NC
  • 08/2025 → Present
    Mwa Financial Services, Inc.
    Rock Island, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-15
  • S66 Uniform Combined State Law Examination
    2026-01-15
Other Names
  • Michael W Cerami

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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