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Marilee Anne Falco

Cw Advisors, LLC

Bethlehem, PA

Boston, MA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-16
  • PA RA
    APPROVED
    Since 2024-08-16

Branch Locations

74 West Broad Street Suite 320, Bethlehem, PA 18018 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • 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
Agili, P.C. Bethlehem PA 03/2011 08/2024
Cw Advisors, Llc Bethlehem PA 08/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-26
S63 Uniform Securities Agent State Law Examination 1998-03-23
  • S65 Uniform Investment Adviser Law Examination
    2002-08-26
  • S63 Uniform Securities Agent State Law Examination
    1998-03-23
Designations

View on SEC IAPD

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