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President & Managing Member & Chief Compliance Officer · CWM Advisory, LLC

Harold L. Carmean

CRD 3201337 · Named on Form ADV at one SEC-registered adviser

At a glance

CWM Advisory, LLC, an SEC-registered wealth manager based in Ocean Pines, MD with $101 million in regulatory assets, lists Harold L. Carmean on its Form ADV as President & Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • CWM Advisory, LLCPresident & Managing Member & Chief Compliance OfficerWealth manager · Ocean Pines, MD · $101M in regulatory assets

AtlasMembers

Harold’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Harold’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.