Best Investors Account Sign in
Inactive

Stephen Gerard English

Cwa Asset Management Group

Naples, FL

Centerville, PA

CRD 1985317

Claim This Profile
Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-13
PA RA APPROVED 2025-03-08
  • FL RA
    APPROVED
    Since 2025-03-13
  • PA RA
    APPROVED
    Since 2025-03-08

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Centerville, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Wealth Advisors, Llc Naples FL 02/2025 Present
First National Bank Pittsburgh PA 01/2012 01/2025
  • 02/2025 → Present
    Capital Wealth Advisors, Llc
    Naples, FL
  • 01/2012 → 01/2025
    First National Bank
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
S63 Uniform Securities Agent State Law Examination 1989-09-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07
  • S63 Uniform Securities Agent State Law Examination
    1989-09-21

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

More in Naples, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor