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Gary Richard Woolworth

Cwc Advisors, LLC

Lake Oswego, OR

CRD 2827052

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Employer firm

Cwc Advisors, LLC CRD 127739

$445M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

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

Current Employers
Cwc Advisors, Llc

5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2007-01-10
WA RA APPROVED 2007-01-10
  • OR RA
    APPROVED
    Since 2007-01-10
  • WA RA
    APPROVED
    Since 2007-01-10

Branch Locations

5800 Meadows Road Suite 230, Lake Oswego, OR 97035-8899 • 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
Cwc Advisors Llc Lake Oswego OR 07/2000 Present
Previous Registrations
Other Businesses

ALERA MANAGEMENT GROUP LLC - I AM ON AN INVESTMENT COMMITTEE THAT REQUIRES 3-4 HOURS PER WEEK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-10
S63 Uniform Securities Agent State Law Examination 1997-01-03
  • S65 Uniform Investment Adviser Law Examination
    1997-01-10
  • S63 Uniform Securities Agent State Law Examination
    1997-01-03

View on SEC IAPD

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