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CW ADVISORS, LLC
CW ADVISORS, LLC
BOSTON, Massachusetts
·
3 registered advisors
·
CRD# 310873
SEC# 801-119667
14
(617) 428-7600
01
Firm Overview
AUM
$6.9B
Regulatory assets under management
Employees
76
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CW ADVISORS, LLC
3 registered advisors
Kenneth Richard Zannoni
BOSTON, Massachusetts
CRD# 3113495
Michael William Galvin
BOSTON, Massachusetts
CRD# 6450223
Richard James Barrett
BOSTON, Massachusetts
CRD# 4728696
05
Office Locations
BOSTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. CW ADVISORS, LLC (CRD# 310873) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.