Unclaimed Profile

Douglas John Smorag

CM WEALTH ADVISORS LLC·BEACHWOOD, Ohio

Series 65Clean record23 years registeredCM WEALTH ADVISORS LLC

2000 AUBURN DRIVE, BEACHWOOD, OH 44122-4327CRD# 4586700Firm CRD# 119467

Profile Verification

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

Identity

Douglas John Smorag · BEACHWOOD, OH

Registration

CRD #4586700 · CM WEALTH ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

CM WEALTH ADVISORS LLC

Jul 2022 – present

CM WEALTH ADVISORS LLC

Nov 2003 – Jul 2022

BEACHWOOD, OH

FOURTH STREET FINANCIAL ADVISORS INC

Oct 2002 – Nov 2003

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 7, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CM WEALTH ADVISORS LLC

CRD 119467 · SEC 801-62376

AUM

$3.2B

Regulatory assets under management

Employees

581 client accounts

Services offered by CM WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CM WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Douglas John Smorag offer?

Douglas John Smorag specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Douglas John Smorag's credentials?

Douglas John Smorag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas John Smorag located?

Douglas John Smorag is based in BEACHWOOD, Ohio, working with CM WEALTH ADVISORS LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Douglas John Smorag charge for services?

Douglas John Smorag's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets monitored. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CM WEALTH ADVISORS LLC?

CM WEALTH ADVISORS LLC has approximately 23 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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