Shad Mitchell White

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 → 09/2016
  Wells Fargo Advisors Llc
  Naples, FL
• 09/2016 → Present
  Cwa Asset Management Group
  Naples, FL

Previous Registrations

• 2011-09-07 → 2016-10-04
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Naples, FL
  Fort Myers, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-06
• S63 Uniform Securities Agent State Law Examination
  2011-04-01

Other Names

• Shad White