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Matthew Mcmaster Gaude

CWM, LLC

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About Matthew Mcmaster Gaude

Matthew McMaster Gaude has been in the financial services industry since March 16, 2000. Matthew is currently registered with CWM, LLC in Milton, GA and Omaha, NE. Matthew has a wide range of experience working with individual clients as well as corporations, businesses and retirement plans. Matthew is also registered with the states of Alabama, Arizona, Florida, Georgia, Montana, New Mexico, North Carolina, Pennsylvania, South Carolina, and Texas. In addition to his financial services activities, Matthew also provides insurance services and products.

Firm Information

Matthew Gaude is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Matthew Gaude’s Registration & Firm History

GA

10/04/2024 - Present

CWM, LLC (Milton GA)

GA

03/09/2001 - 12/31/2015

FSC SECURITIES CORPORATION (ROSWELL GA)

GA

04/02/2002 - 03/03/2009

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

TX

10/16/2000 - 03/08/2001

PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)

CA

03/10/2000 - 10/11/2000

E-INVEST, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 04/19/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/11/2001

Series 4 - Registered Options Principal Examination

BC

Issued 03/27/2001

Series 24 - General Securities Principal Examination

BC

Issued 04/11/1997

Series 30 - NFA Branch Manager Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 01/04/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/02/1995

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Mcmaster Gaude.
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