Unclaimed Profile

Kenneth Richard Zannoni

CW ADVISORS, LLC·BOSTON, Massachusetts

Series 7, Series 9, Series 10, Series 63, Series 6625 years registeredCW ADVISORS, LLC

155 SEAPORT BLVD, BOSTON, MA 02210CRD# 3113495Firm CRD# 310873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Richard Zannoni · BOSTON, MA

Registration

CRD #3113495 · CW ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Oct 2020 – present

CONGRESS WEALTH MANAGEMENT LLC

Feb 2010 – Dec 2020

BOSTON, MA

STRATEGIC ADVISERS, INC.

Oct 2000 – Apr 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · October 18, 2000

Years registered · 25

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CW ADVISORS, LLC

CRD 310873 · SEC 801-119667

AUM

$6.9B

Regulatory assets under management

Employees

9,978 client accounts

Services offered by CW ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CW ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Richard Zannoni offer?

Kenneth Richard Zannoni specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Kenneth Richard Zannoni's credentials?

Kenneth Richard Zannoni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Richard Zannoni located?

Kenneth Richard Zannoni is based in BOSTON, Massachusetts, working with CW ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Kenneth Richard Zannoni charge for services?

Kenneth Richard Zannoni's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CW ADVISORS, LLC?

CW ADVISORS, LLC has approximately 76 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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