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Cesar Alfonso Ortega

Cw Advisors, LLC

Boston, MA

Fairfax, VA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-01
  • VA RA
    APPROVED
    Since 2025-05-01

Branch Locations

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

12701 Fair Lakes Circle Suite 220, Fairfax, VA 22033 • 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
Cresta Advisors Laredo TX 06/2017 08/2019
Texas A&M International University Laredo TX 08/2013 05/2017
Wade Financial Advisory Campbell CA 09/2019 11/2020
Wolf Group Capital Advisors Fairfax VA 11/2020 04/2025
Cw Advisors, Llc Fairfax VA 05/2025 Present
  • 06/2017 → 08/2019
    Cresta Advisors
    Laredo, TX
  • 08/2013 → 05/2017
    Texas A&M International University
    Laredo, TX
  • 09/2019 → 11/2020
    Wade Financial Advisory
    Campbell, CA
  • 11/2020 → 04/2025
    Wolf Group Capital Advisors
    Fairfax, VA
  • 05/2025 → Present
    Cw Advisors, Llc
    Fairfax, VA
Previous Registrations
  • 2021-01-04 → 2025-05-02
    Wolf Group Capital Advisors
    Fairfax, VA
    Arlington, VA
  • 2018-12-21 → 2019-08-14
    Cresta Advisors
    Laredo, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-21
  • S65 Uniform Investment Adviser Law Examination
    2018-12-21

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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