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Michael William Galvin

CONGRESS WEALTH MANAGEMENT LLC·BOSTON, Massachusetts
Clean record10 years registeredCONGRESS WEALTH MANAGEMENT LLC
155 SEAPORT BLVD, BOSTON, MA 02210CRD# 6450223Firm CRD# 310873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael William Galvin · BOSTON, MA
Registration
CRD #6450223 · CONGRESS WEALTH MANAGEMENT LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CW ADVISORS, LLC
Oct 2020 – present
CONGRESS WEALTH MANAGEMENT LLC
Sep 2015 – Dec 2020
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · September 9, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CW ADVISORS, LLC
CRD 310873 · SEC 801-119667
AUM
$6.9B
Regulatory assets under management
Employees
76
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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05

Frequently Asked Questions

What services does Michael William Galvin offer?
Michael William Galvin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Michael William Galvin's credentials?
Michael William Galvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael William Galvin located?
Michael William Galvin is based in BOSTON, Massachusetts, working with CONGRESS WEALTH MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Michael William Galvin charge for services?
Michael William Galvin'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 CONGRESS WEALTH MANAGEMENT LLC?
CONGRESS WEALTH MANAGEMENT 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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Other Advisors at CONGRESS WEALTH MANAGEMENT LLC

Richard James Barrett
BOSTON, MA
Kenneth Richard Zannoni
BOSTON, MA

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Research
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