David Saul Turbiner

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

• 12/2011 → 09/2023
  Mainline Private Wealth, Llc
  Wynnewood, PA
• 03/2016 → 05/2024
  Mainline Securities Llc
  Wynnewood, PA
• 09/2023 → Present
  Cw Advisors, Llc
  Wynnewood, PA

Previous Registrations

• 2012-01-03 → 2023-09-28
  Mainline Private Wealth, Llc
  Pittsburgh, PA
  Wynnewood, PA
• 2011-03-10 → 2012-03-28
  Innovest Financial Management Inc
  Pittsburgh, PA

Other Businesses

1) Mr. Turbiner is serving as trustee for two New Hampshire non-family trusts effective 01/01/23, and spends about 3 hours per month during trading hours on these activities from the same office in Wynnewood, PA. 2) Mr. Turbiner is also a licensed attorney in Pennsylvania and Washington D.C., but does not provide legal advice in his roles with CW Advisors, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-15

Other Names

• Dave Turbiner