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Inactive

Sevda Yakhuzova

Cwm, LLC

Omaha, NE

Hagerstown, MD

CRD 7831047

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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
MD RA APPROVED 2026-05-14
  • MD RA
    APPROVED
    Since 2026-05-14

Branch Locations

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

19833 Leitersburg Pike, Suite 1, Hagerstown, MD 21742 • 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
Joann Fabrics Hagerstown MD 11/2018 07/2019
United Bank Hagerstown MD 05/2019 09/2021
Unemployed Hagerstown MD 09/2021 09/2022
Middletown Valley Bank Hagerstown MD 09/2022 10/2023
Carson Wealth Hagerstown MD 10/2023 05/2026
North Hagerstown High School Hagerstown MD 08/2014 06/2018
Unemployed Hagerstown MD 07/2018 11/2018
Carson Wealth Hagerstown MD 05/2026 Present
Cwm, Llc Omaha NE 05/2026 Present
  • 11/2018 → 07/2019
    Joann Fabrics
    Hagerstown, MD
  • 05/2019 → 09/2021
    United Bank
    Hagerstown, MD
  • 09/2021 → 09/2022
    Unemployed
    Hagerstown, MD
  • 09/2022 → 10/2023
    Middletown Valley Bank
    Hagerstown, MD
  • 10/2023 → 05/2026
    Carson Wealth
    Hagerstown, MD
  • 08/2014 → 06/2018
    North Hagerstown High School
    Hagerstown, MD
  • 07/2018 → 11/2018
    Unemployed
    Hagerstown, MD
  • 05/2026 → Present
    Carson Wealth
    Hagerstown, MD
  • 05/2026 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30

View on SEC IAPD

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