Best Investors Account Sign in
Inactive

Sean Patrick Dillon

Cw Advisors, LLC

Boston, MA

Columbia, MD

Claim This Profile
Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-14
  • MD RA
    APPROVED
    Since 2023-06-14

Branch Locations

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

6345 Woodside Court, Suite 100, Columbia, MD 21046 • 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
Pinnacle Advisory Group, Inc. Columbia MD 10/2005 05/2021
Congress Wealth Management Llc Gaithersburg MD 05/2021 Present
  • 10/2005 → 05/2021
    Pinnacle Advisory Group, Inc.
    Columbia, MD
  • 05/2021 → Present
    Congress Wealth Management Llc
    Gaithersburg, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-19
S66 Uniform Combined State Law Examination 2004-09-02
  • S65 Uniform Investment Adviser Law Examination
    2020-11-19
  • S66 Uniform Combined State Law Examination
    2004-09-02
Other Names
  • Sean P Dillon

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor