DJ
Douglas John Smorag
CRD 4586700
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Cm Wealth Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cm Wealth Advisors Llc
Member, Board Of Managers Member, Member Of Advisory Board Of Cmwa Llc · GP / trustee / elected manager · Jul 2024
-
Cm Wealth Advisors Llc
Chief Operating Officer · Less than 5% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗