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Bradley Ernest Shermeto

Cwm, LLC

Omaha, NE

Pittsburgh, PA

CRD 8166976

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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:

Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-06
  • PA RA
    APPROVED
    Since 2025-10-06

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

One Bigelow Square, 20Th Floor, Pittsburgh, PA 15219 • 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
Carson Wealth Pittsburgh PA 09/2025 Present
Louis Plung & Company Pittsburgh PA 01/2019 09/2025
Technip Fmc Erie PA 04/2017 12/2018
Student Erie PA 10/2015 03/2017
Cwm, Llc Omaha NE 09/2025 Present
  • 09/2025 → Present
    Carson Wealth
    Pittsburgh, PA
  • 01/2019 → 09/2025
    Louis Plung & Company
    Pittsburgh, PA
  • 04/2017 → 12/2018
    Technip Fmc
    Erie, PA
  • 10/2015 → 03/2017
    Student
    Erie, PA
  • 09/2025 → Present
    Cwm, Llc
    Omaha, NE
Designations
  • Certified Financial Planner

View on SEC IAPD

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