A complete list of active advisors currently associated with CMA Financial Services

Warmer can help you find a great advisor at CMA Financial Services or one who fits your needs even better.

CMA Financial Services, LLC provides discretionary investment management and written financial planning to individuals, families, trusts, estates and business entities, managing about $13.1 million across roughly 90 client accounts through two advisors. Its service set includes ongoing portfolio supervision and tailored financial plans that address retirement, tax, estate, insurance and education needs. The firm uses a mix of fundamental, technical and charting analysis and implements both long- and short-term strategies, including frequent trading when appropriate. It also employs option-writing and other derivative strategies (options on securities and commodities, spreads) within separately managed accounts, a practice the brochure notes is uncommon among similar firms. CMA is affiliated with an accounting firm (Chris Morris & Associates, PC) and maintains reciprocal referral arrangements; the brochure discloses this relationship and the resulting potential conflicts of interest. The firm also requires clients to use a recommended custodian platform, manages all reported client assets on a discretionary basis, and does not vote proxies on client securities.

To learn more about the advisors currently working at CMA Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.