Unclaimed Profile

Gary Charles Carmell

CWS CAPITAL PARTNERS LLC·NEWPORT BEACH, California

SIE, Series 22, Series 39, Series 63, Series 99CFAClean record23 years registeredCWS CAPITAL PARTNERS LLC

14 CORPORATE PLAZA, NEWPORT BEACH, CA 92660CRD# 2595391Firm CRD# 166871

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Charles Carmell · NEWPORT BEACH, CA

Registration

CRD #2595391 · CWS CAPITAL PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

CWS CAPITAL PARTNERS LLC

Feb 2015 – present

CWS INVESTMENTS

Aug 2013 – present

CWS INVESTMENTS

Dec 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 22

Series 39

Series 63

Series 99

Registration record

First registered · December 3, 2002

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CWS CAPITAL PARTNERS LLC

CRD 166871 · SEC 801-107474

AUM

$336M

Regulatory assets under management

Employees

28 client accounts

Services offered by CWS CAPITAL PARTNERS LLC

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CWS CAPITAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Gary Charles Carmell offer?

Gary Charles Carmell specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Gary Charles Carmell's credentials?

Gary Charles Carmell holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gary Charles Carmell located?

Gary Charles Carmell is based in NEWPORT BEACH, California, working with CWS CAPITAL PARTNERS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Gary Charles Carmell charge for services?

Gary Charles Carmell's firm is compensated through performance-based fees, other: reimbursed expenses; asset mgmt fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CWS CAPITAL PARTNERS LLC?

CWS CAPITAL PARTNERS LLC has approximately 51 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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