Mariluz Nunez

CWM PARTNERS

New York, NY

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CRD#: 6430070

Professional summary

Mariluz Nunez, who also goes by Mari Nunez, is a registered financial advisor currently at CWM PARTNERS, LLC located in New York, New York.

Mariluz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mariluz has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mari Nunez

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 Mariluz Nunez'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®

None

Experience

Current

June 13, 2022 - Present

CWM PARTNERS, LLC

RIA

CRD#: 299857

New York, NY

Past

February 12, 2015 - November 7, 2022

MANCHESTER CAPITAL MANAGEMENT LLC

RIA

CRD#: 110003

NEW YORK, NY

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".

CWM PARTNERS, LLC

CRD#: 299857 / SEC#: 801-114490

RIA

Registered Investment Advisory firm - (1/28/2019 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

New York
(6/13/2022)

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

IAR

Series 65

Date: 2/11/2015

Uniform Investment Adviser Law Examination

Current Firm

CWM PARTNERS, LLC

CRD#: 299857 / SEC#: 801-114490

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(646) 546-5275

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWM PARTNERS, LLC FIRM BROCHURE - FORM ADV PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 56,395,062

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2024	Cover Page	Report

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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Mariluz Nunez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mariluz Nunez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM PARTNERS, LLC

MANCHESTER CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

CWM PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2015

Current Firm

CWM PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CWM PARTNERS, LLC

TRUST BUT VERIFY

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