Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas John Smorag is a registered Investment Advisor Representative with CM Wealth Advisors LLC. Douglas has been in the industry since January 1998. Douglas is registered with the state of Ohio, Louisiana, New York and Texas. Douglas has a Series 65 license and is a Personal Financial Specialist. Douglas specializes in Financial Planning, Consulting, and Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles. Douglas has been with CM Wealth Advisors LLC since January 1998.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
% of assets monitored
1
2
OH
07/10/2022 - Present
CM Wealth Advisors LLC (BEACHWOOD OH)
IA
Issued 10/28/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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