Eric Oscar Zeltner

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

• 11/2014 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 05/2015 → 03/2019
  Bank Of America, N.A.
  Florham Park, NJ
• 03/2019 → 08/2020
  Stifel Nicolaus & Co Inc
  Florham Park, NJ
• 08/2020 → 09/2023
  Mainline Private Wealth, Llc
  Wynnewood, PA
• 06/2022 → 09/2023
  Mainline Securities Llc
  Wynnewood, PA
• 09/2023 → Present
  Congress Wealth Management Llc
  Wynnewood, PA

Previous Registrations

• 2020-08-25 → 2023-09-28
  Mainline Private Wealth, Llc
  Wynnewood, PA
• 2019-03-29 → 2020-08-31
  Stifel, Nicolaus & Company, Incorporated
  Morristown, NJ
• 2015-02-18 → 2019-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
  Summit, NJ

Exams

• S66 Uniform Combined State Law Examination
  2015-02-13

Designations

• Certified Financial Planner

Other Names

• Eric Zeltner