Cw Advisors, LLC

Cw Advisors, LLC (CRD# 310873) is a financial advisory firm headquartered in Boston, MA. They manage $6,920,412,973 in 9,978 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,920
    MILLION
  • Total Number of Accounts
    9,978
    ACCOUNTS
  • Average Account Value
    $693,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Cw Advisors, LLC
Showing 1 - 10 of 41 top financial advisors.
1
Richard J. Barrett
CRD#: 4728696
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Richard Barrett (CRD# 4728696) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 7 years of experience in the finance industry.

2
John C. Berry
CRD#: 6138977
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

John Berry (CRD# 6138977) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 11 years of experience in the finance industry.

3
Christopher J. Bleuher
CRD#: 2278037
6639 Bay Laurel Place, Suite B, Avila Beach, CA 93424

Christopher Bleuher (CRD# 2278037) is an Investment Advisor Representative working at Cw Advisors, LLC in Avila Beach, CA and has over 26 years of experience in the finance industry.

4
Ryan P. Carroll
CRD#: 5979232
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Ryan Carroll (CRD# 5979232) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 10 years of experience in the finance industry.

5
Lisa A. Cassidy
CRD#: 2094047
8 Wright Street, Westport, CT 06880

Lisa Cassidy (CRD# 2094047) is an Investment Advisor Representative working at Cw Advisors, LLC in Westport, CT and has over 33 years of experience in the finance industry.

6
May H. Cheung
CRD#: 2308828
9155 South Dadeland Boulevard, Suite 1212, Miami, FL 33156

May Cheung (CRD# 2308828) is an Investment Advisor Representative working at Cw Advisors, LLC in Miami, FL and has over 23 years of experience in the finance industry.

7
David J. Costigan
CRD#: 3097323
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

David Costigan (CRD# 3097323) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 25 years of experience in the finance industry.

8
Robert E. Driscoll
CRD#: 2741128
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Robert Driscoll (CRD# 2741128) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 27 years of experience in the finance industry.

9
Roxanne E. Fleszar
CRD#: 713144
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Roxanne Fleszar (CRD# 713144) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 43 years of experience in the finance industry.

10
Peter W. Flournoy
CRD#: 5266832
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Peter Flournoy (CRD# 5266832) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 7 years of experience in the finance industry.

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