Jude Arthur Kotarides

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• Personal Financial Specialist