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Matthew Bennett Krefting

Cwm, LLC

Westport, CT

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-02
  • CT RA
    APPROVED
    Since 2025-07-02

Branch Locations

257 Riverside Ave, 1St Floor, Westport, CT 06880 • United States

14600 Branch St., Omaha, NE 68154 • 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
Wayne Valley High School Wayne NJ 08/2016 08/2020
Bentley University Waltham MA 08/2020 05/2024
Morgan Stanley Wayne NJ 06/2022 04/2023
Tiffany & Co Parsippany NJ 06/2023 09/2023
Gold Family Wealth Westport CT 07/2024 Present
Cwm, Llc Omaha NE 07/2025 Present
  • 08/2016 → 08/2020
    Wayne Valley High School
    Wayne, NJ
  • 08/2020 → 05/2024
    Bentley University
    Waltham, MA
  • 06/2022 → 04/2023
    Morgan Stanley
    Wayne, NJ
  • 06/2023 → 09/2023
    Tiffany & Co
    Parsippany, NJ
  • 07/2024 → Present
    Gold Family Wealth
    Westport, CT
  • 07/2025 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-23
  • S65 Uniform Investment Adviser Law Examination
    2025-06-23
Other Names
  • Matthew B Krefting

View on SEC IAPD

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QUORUS INC. · WESTPORT, CT
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MORGAN STANLEY · Westport, CT
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LPL FINANCIAL LLC · WESTPORT, CT
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