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).

Current Firm Details
155 Seaport Blvd, 3rd Floor, Boston, MA 02210
http://www.congresswealth.com
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 41 - 41 of 41 top financial advisors.
41
Patrick Scherer, financial advisor Boston MA
Patrick V. Scherer
CRD#: 7254767
155 Seaport Blvd, 3rd Floor, Boston, MA 02210

Patrick Scherer (CRD# 7254767) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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