Financial ADVSR advisor directory · SEC adviser records
Cw Advisors, LLC financial advisors in Virginia
Every SEC-registered investment adviser representative at a Cw Advisors, LLC office in Virginia, by city and A to Z.
6 registered advisors work at Cw Advisors, LLC in Virginia, out of 93 nationwide; it's the firm's number 5 state by advisors, and the most are in Richmond (4). 5 list the CFP designation and 0 are also registered broker representatives.
Cw Advisors, LLC advisors by city in Virginia
Every firm in Virginia →Cw Advisors, LLC advisors in Virginia, A to Z
Search by name →- Franklin S. BraceyRichmond · Chartered Financial Analyst
- Michael JoyceRichmond · Certified Financial Planner
- Jamie L. MaloneRichmond · Certified Financial Planner, Chartered Financial Analyst
- Kevin R. OstergaardFairfax · Certified Financial Planner, Chartered Financial Consultant
- Nathaniel D. RobinsonMidlothian · Certified Financial Planner
- Cody L. SantmyerRichmond · Certified Financial Planner
Cw Advisors, LLC advisors in every state →Cw Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cw Advisors, LLC in other states
Massachusetts 49Pennsylvania 11California 7New Jersey 6Florida 3Maryland 3Utah 3
Questions
How many Cw Advisors, LLC financial advisors are in Virginia?
6 investment adviser representatives are registered at Cw Advisors, LLC offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 93 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Cw Advisors, LLC have the most advisors?
Richmond, with 4, then Fairfax (1). Cw Advisors, LLC has advisors in 3 cities in Virginia.
How do I check a Cw Advisors, LLC advisor in Virginia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cw Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.