Kenneth Richard Zannoni

Current Employers

Cw Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2020-10-28

MA RA
APPROVED

Since 2020-10-28

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cw Advisors, Llc	Boston	MA	02/2009	Present

02/2009 → Present

Cw Advisors, Llc

Boston, MA

Previous Registrations

2010-02-23 → 2020-12-02

Congress Wealth Management Llc

Boston, MA
2000-10-18 → 2007-04-02

Strategic Advisers Llc

Boston, MA

Other Businesses

1) ALUMNI VENTURES- INVESTOR ADVISORY COUNCIL, INVESTMENT RELATED- YES, 670 NORTH COMMERCIAL STREET, SUITE 403, MANCHESTER, NH 03101; VENTURE CAPITAL COMPANY; MEMBER; START- 3/1/2020; 0.5 HRS/MONTH; DISCUSS AND WORK TO IMPROVE INVESTING OF THE VENTURE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-08-29
S63	Uniform Securities Agent State Law Examination	1998-10-26

S66 Uniform Combined State Law Examination

2000-08-29
S63 Uniform Securities Agent State Law Examination

1998-10-26

Designations

View on SEC IAPD

Current Employers

Cw Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews