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Andrew H Parsons

Cw Advisors, LLC

Salt Lake City, UT

Boston, MA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

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

Branch Locations

Salt Lake City, UT • 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
Parsons Capital Management, Llc New Hope PA 08/2019 04/2025
Rutgers University New Brunswick NJ 09/2016 07/2019
Cw Advisors, Llc Salt Lake City UT 04/2025 Present
  • 08/2019 → 04/2025
    Parsons Capital Management, Llc
    New Hope, PA
  • 09/2016 → 07/2019
    Rutgers University
    New Brunswick, NJ
  • 04/2025 → Present
    Cw Advisors, Llc
    Salt Lake City, UT
Previous Registrations
  • 2020-01-09 → 2025-06-09
    Parsons Capital Management, Llc
    New Hope, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-09
  • S65 Uniform Investment Adviser Law Examination
    2019-12-09
Designations

View on SEC IAPD

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