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Detailed Report
Kevin Oleszewski
KEVIN JOHN OLESZEWSKI, Kevin J Oleszewski
CRD#: 5925325
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Investment Adviser
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Previous Broker
CWM, LLCCRD#: 155344 215 Farm Lane
Doylestown, PA 18901
Registration History
201220142016201820202022202420262 FIRMS2014 - 2017 (3 years)IACWM, LLC (CRD# 155344)2024 - Present (1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2012 - 2014 (1 year)IAWEALTH ENHANCEMENT ADVISORY SE... (CRD# 116407)2023 - 2024 (1 year)IACWM, LLC (CRD# 155344)2021 - 2023 (1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2013 - 2014 (1 year)
License(s)

State Registrations

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New Jersey 3/15/2024
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Pennsylvania 3/7/2024
Current Registration(s)
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CWM, LLC (CRD#:155344)
215 Farm Lane, Doylestown, PA 18901
Vineland, NJ
Registered with this firm since 3/7/2024
Previous Registration(s)
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 03/14/2023 - 03/06/2024 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (CRD#:116407) VINELAND, NJ
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 11/03/2021 - 03/09/2023 CWM, LLC (CRD#:155344) OMAHA, NE
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 03/11/2014 - 06/23/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) JENKINTOWN, PA
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 03/07/2014 - 06/23/2017 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) JENKINTOWN, PA
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 02/08/2013 - 02/04/2014 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MT. LAUREL, NJ
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 12/17/2012 - 02/04/2014 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MT. LAUREL, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.