DS
Douglas Smorag
from Cm Wealth Advisors LLC
Douglas Smorag is a financial advisor based in Ohio, Beachwood,
with 27 years of experience. Douglas currently works for
Cm Wealth Advisors LLC.
Douglas maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Douglas Smorag works at Cm Wealth Advisors LLC
Cm Wealth Advisors LLC is a financial advisory firm based in Beachwood, Ohio. It currently has approximately $2,852,294,505 of assets under management and employs about 22 people. Cm Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and % of assets monitored.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and % of assets monitored
Office location
2000 Auburn Drive, Suite 400, Beachwood, Ohio, 44122
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