Marilee Anne Falco

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

• 03/2011 → 08/2024
  Agili, P.C.
  Bethlehem, PA
• 08/2024 → Present
  Cw Advisors, Llc
  Bethlehem, PA

Previous Registrations

• 2012-05-24 → 2024-08-28
  Agili, P.C.
  Richmond, VA
• 2010-04-30 → 2011-03-04
  Lpl Financial Llc
  Boston, MA
  Bethlehem, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-26
• S63 Uniform Securities Agent State Law Examination
  1998-03-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant