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).
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Total Assets Under Management6,920MILLION
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Total Number of Accounts9,978ACCOUNTS
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Average Account Value$693,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.