Karen Vilorio Muchnik, financial advisor Naples FL

Karen Vilorio Muchnik

CRD Number: 6937933
Current Firm: Cwa Asset Management Group

Karen Vilorio Muchnik (CRD# 6937933) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 2 years of experience in the finance industry.

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Wells Fargo Advisors Naples, FL Apr 2018 - Nov 2018 < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Karen A. Vilorio Muchnik
Phone Number: 239-434-7434
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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