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Robert David Len

Cw Advisors, LLC

Boston, MA

Fairfax, VA

CRD 2847676

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

Branch Locations

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

12701 Fair Lakes Circle Suite 220, Fairfax, VA 22033 • 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
Rdl Financial, Inc. Dba Wolf Group Capital Advisors Fairfax VA 07/2009 04/2025
Cw Advisors, Llc Fairfax VA 05/2025 Present
  • 07/2009 → 04/2025
    Rdl Financial, Inc. Dba Wolf Group Capital Advisors
    Fairfax, VA
  • 05/2025 → Present
    Cw Advisors, Llc
    Fairfax, VA
Previous Registrations
  • 1998-04-07 → 2025-05-02
    Wolf Group Capital Advisors
    Fairfax, VA
    Fairfax, VA
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-17
  • S65 Uniform Investment Adviser Law Examination
    1997-01-17
Designations
  • Personal Financial Specialist
Other Names
  • Robert Len

View on SEC IAPD

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Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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