Geoffrey Aleksander Skowronek

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 08/2017
  Kforce
  Westborough, MA
• 08/2014 → 09/2018
  Assumption College
  Worcester, MA
• 09/2018 → 05/2019
  Axa Advisors, Llc
  New York, NY
• 10/2019 → 05/2024
  Commonwealth Financial Network
  Waltham, MA
• 05/2019 → 10/2019
  Unemployed
  Wilmington, MA
• 05/2024 → Present
  Cwm, Llc
  Omaha, NE
• 05/2024 → Present
  Boston Retirement Group
  Waltham, MA

Previous Registrations

• 2019-10-08 → 2024-05-15
  Commonwealth Financial Network
  Waltham, MA
• 2018-09-24 → 2019-05-29
  Equitable Advisors, Llc
  Wethersfield, CT
  Raleigh, NC
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2018-09-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Geoffrey Alexsander Skowronek
• Geoffrey Aleksander Skowronek
• Geoffrey Skowronek