Andrew Wilson Stange

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

• 06/2012 → 02/2022
  Fidelity Brokerage Services Llc
  Scottsdale, AZ
• 07/2018 → 02/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 02/2022 → 02/2026
  Rovin Capital
  Mesa, AZ
• 02/2026 → Present
  Cw Advisors, Llc
  Mesa, AZ

Previous Registrations

• 2022-03-11 → 2026-02-09
  Rovin Capital
  Mesa, AZ
• 2018-07-13 → 2022-02-16
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2018-04-12 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2018-02-27
• S63 Uniform Securities Agent State Law Examination
  2012-09-10

Designations

• Certified Financial Planner