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Bradd Allen Donovan

Cw Advisors, LLC

Torrance, CA

Boston, MA

CRD 5323904

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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:

Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-01
  • CA RA
    APPROVED
    Since 2026-06-01

Branch Locations

2601 Aiport Drive Suite 375, Torrance, CA 90505 • 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
Cw Advisors, Llc Torrance CA 06/2026 Present
Securian Financial Services, Inc. St Paul MN 01/2014 09/2017
Catalina Capital Group Llc Torrance CA 09/2017 06/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-20
  • S66 Uniform Combined State Law Examination
    2008-02-20

View on SEC IAPD

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