Douglas Smorag is a PFS-designated registered investment advisor at Cm Wealth Advisors LLC, based in Beachwood, OH, with 23 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 218 clients with $3.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$3.4B
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Location
2000 Auburn Drive, Suite 400, Beachwood, OH, 44122
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cm Wealth Advisors LLC
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
Cm Wealth Advisors LLC
November 2003 - July 2022 · 18 yrs 8 mos
Fourth Street Financial Advisors INC
October 2002 - November 2003 · 1 yr 1 mo
State Registrations1 state
OH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.