Barry Seth Gilbert

CFA

Cwm, LLC

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning

Cwm, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

588 advisors

Number of Clients

43,706 clients

Average Client Portfolio

$773K average

Assets Under Management

$33.8B

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

Location

Watertown, MA

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History

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.

Other Business Activities

Barry is the Vice President, Asset Allocation Strategist for CWM, LLC DBA Carson Partners, CWM, LLC DBA Carson Group Holdings, and Carson Group Investing (CGI, LLC). These roles involve supporting asset allocation processes, developing asset allocations, and portfolio construction, taking up nearly full-time.