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Inactive

Nelly Coleta Xavier

Cw Advisors, LLC

Boston, MA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-19
  • MA RA
    APPROVED
    Since 2025-05-19

Branch Locations

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
Fiera Capital Inc. Boston MA 10/2015 06/2021
Foreside Fund Services, Llc Boston MA 04/2017 06/2021
Highvista Strategies Llc Boston MA 07/2021 07/2024
Cw Advisors, Llc Boston MA 07/2024 Present
  • 10/2015 → 06/2021
    Fiera Capital Inc.
    Boston, MA
  • 04/2017 → 06/2021
    Foreside Fund Services, Llc
    Boston, MA
  • 07/2021 → 07/2024
    Highvista Strategies Llc
    Boston, MA
  • 07/2024 → Present
    Cw Advisors, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-06
S63 Uniform Securities Agent State Law Examination 2018-03-19
  • S65 Uniform Investment Adviser Law Examination
    2025-05-06
  • S63 Uniform Securities Agent State Law Examination
    2018-03-19
Other Names
  • Nelly Alves Coleta

View on SEC IAPD

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STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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