Inactive

Jude Arthur Kotarides

Cw Advisors, LLC

Havre De Grace, MD

Claim This Profile

Current Employers

Cw Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2023-12-25

MD RA
APPROVED

Since 2023-12-25

Branch Locations

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

Havre De Grace, MD • 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

Organization	City	State	From	To
Alliant Financial Management, Inc.	Towson	MD	05/1992	10/2023
Congress Wealth Management Llc	Havre De Grace	MD	10/2023	Present

05/1992 → 10/2023

Alliant Financial Management, Inc.

Towson, MD
10/2023 → Present

Congress Wealth Management Llc

Havre De Grace, MD

Previous Registrations

2002-01-01 → 2023-12-31

Alliant Financial Management, Inc.

Towson, MD

Havre De Grace, MD

Designations

View on SEC IAPD

Other Firms

BAYPINE HOLDINGS LP

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

LONGWOOD MANAGEMENT LLC

ADVENT INTERNATIONAL, L.P.

NEW HERITAGE CAPITAL, LLC

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC

NEWPATH MANAGEMENT, L.P.

Other Investors

JOSHUA WEBSTER JONES

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

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor