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President and Chief Wealth Officer · CW Advisors, LLC

Kenneth R. Zannoni

CRD 3113495 · Named on Form ADV at one SEC-registered adviser

At a glance

CW Advisors, LLC, an SEC-registered wealth manager based in Boston, MA with $15.2 billion in regulatory assets, lists Kenneth R. Zannoni on its Form ADV as President and Chief Wealth Officer, a control person.

Firms and roles

  • CW Advisors, LLCPresident and Chief Wealth OfficerWealth manager · Boston, MA · $15B in regulatory assets

AtlasMembers

Kenneth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.