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Senior Client Advisor · CM Wealth Advisors LLC

Robert D. McCreery

CRD 7236729 · Named on Form ADV at one SEC-registered adviser

At a glance

CM Wealth Advisors LLC, an SEC-registered wealth manager based in Beachwood, OH with $3.6 billion in regulatory assets, lists Robert D. McCreery on its Form ADV as Senior Client Advisor, a control person.

Firms and roles

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Robert’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 (8)

3 more people named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

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