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
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.
Erich Fradenburg (CRD# 5334520) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 13 years of experience in the finance industry.
Michael Galvin (CRD# 6450223) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.
Mindy Gasthalter (CRD# 1446745) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 38 years of experience in the finance industry.
Jennifer Gates (CRD# 2913529) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 26 years of experience in the finance industry.
Michael Green (CRD# 6120487) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.
Michael Hamolia (CRD# 6120458) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.
Michael Harty (CRD# 5766655) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 13 years of experience in the finance industry.
John Hill (CRD# 1356066) is an Investment Advisor Representative working at Cw Advisors, LLC in Johns Island, SC and has over 39 years of experience in the finance industry.