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Inactive

Eric Oscar Zeltner

Cw Advisors, LLC

Wynnewood, PA

Boston, MA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-09-27
  • PA RA
    APPROVED
    Since 2023-09-27

Branch Locations

308 E Lancaster Ave 3Rd Floor, Wynnewood, PA 19096 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 11/2014 03/2019
Bank Of America, N.A. Florham Park NJ 05/2015 03/2019
Stifel Nicolaus & Co Inc Florham Park NJ 03/2019 08/2020
Mainline Private Wealth, Llc Wynnewood PA 08/2020 09/2023
Mainline Securities Llc Wynnewood PA 06/2022 09/2023
Congress Wealth Management Llc Wynnewood PA 09/2023 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-13
  • S66 Uniform Combined State Law Examination
    2015-02-13
Designations
Other Names
  • Eric Zeltner

View on SEC IAPD

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Other Offices

CONSERVEST CAPITAL ADVISORS INC · WYNNEWOOD, PA
INDEPENDENCE ASSET ADVISORS, LLC · WYNNEWOOD, PA
MAINLINE INVESTMENT ADVISERS, LLC · WYNNEWOOD, PA
MERION REALTY ADVISERS, LLC · WYNNEWOOD, PA
BIRCH CREEK CAPITAL, LLC · WYNNEWOOD, PA
CW ADVISORS, LLC · WYNNEWOOD, PA
EDWARD JONES · Wynnewood, PA
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