Michael K Green

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

• 04/2012 → 05/2021
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 05/2021 → Present
  Congress Wealth Management Llc
  Granger, IN

Previous Registrations

• 2012-09-19 → 2021-05-17
  Pinnacle Advisory Group, Inc.
  Columbia, MD

Designations

• Certified Financial Planner