Brett C. Bidwell

C.M.BIDWELL & ASSOCIATES LTD

Austin, TX

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CRD#: 4349024

Professional summary

Brett Cash Bidwell, CFP® is a registered financial advisor currently at C.M.BIDWELL & ASSOCIATES LTD located in Austin, Texas.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brett has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Cash Bidwell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

January 18, 2012 - Present

C.M.BIDWELL & ASSOCIATES LTD

RIA

CRD#: 107449

Austin, TX

Past

February 26, 2010 - January 12, 2012

UBS FINANCIAL SERVICES INC.

CRD#: 8174

AUSTIN, TX

Past

February 22, 2010 - January 12, 2012

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

AUSTIN, TX

Past

July 29, 2008 - October 20, 2010

C.M.BIDWELL & ASSOCIATES LTD

RIA

CRD#: 107449

HONOLULU, HI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

C.M.BIDWELL & ASSOCIATES LTD

CRD#: 107449 / SEC#: 801-14976

RIA

Registered Investment Advisory firm - (1/3/1980 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/18/2012)

IAR

Hawaii
(1/18/2012)

IAR

Texas
(1/18/2012)

IAR

Washington
(3/21/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/6/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/28/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/25/2010

General Securities Representative Examination

Current Firm

C.M.BIDWELL & ASSOCIATES LTD

CRD#: 107449 / SEC#: 801-14976

RIA

Registered Investment Advisory firm - (1/3/1980 Approved)

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Contact information

Main Address

Honolulu, HI

Mailing Address

Phone number

(808) 595-1099

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 213,275,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brett C. Bidwell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Cash Bidwell's CRS (Customer Relationship Summary).

Certified licenses

Experience

C.M.BIDWELL & ASSOCIATES LTD

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

C.M.BIDWELL & ASSOCIATES LTD

Primary Firm SEC Registration

C.M.BIDWELL & ASSOCIATES LTD

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/2010

Series 65

Date: 7/28/2008

Series 7

Date: 2/25/2010

Current Firm

C.M.BIDWELL & ASSOCIATES LTD

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

C.M.BIDWELL & ASSOCIATES LTD

TRUST BUT VERIFY

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