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Charles Kent Verruggio

Cw Advisors, LLC

Pittsburgh, PA

Boston, MA

CRD 4203594

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Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 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
Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-01
VA RA APPROVED 2025-05-01
  • PA RA
    APPROVED
    Since 2025-05-01
  • VA RA
    APPROVED
    Since 2025-05-01

Branch Locations

6425 Living Place Suite 200, Pittsburgh, PA 15206 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • 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
Wolf Group Capital Advisors Fairfax VA 04/2012 04/2025
Cw Advisors, Llc Fairfax VA 05/2025 Present
  • 04/2012 → 04/2025
    Wolf Group Capital Advisors
    Fairfax, VA
  • 05/2025 → Present
    Cw Advisors, Llc
    Fairfax, VA
Previous Registrations
  • 2012-05-11 → 2025-05-02
    Wolf Group Capital Advisors
    Fairfax, VA
    Fairfax, VA
    Murrysville, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-06
S65 Uniform Investment Adviser Law Examination 2005-12-14
  • S66 Uniform Combined State Law Examination
    2011-01-06
  • S65 Uniform Investment Adviser Law Examination
    2005-12-14

View on SEC IAPD

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