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Franklin S Bracey

Cw Advisors, LLC

Richmond, VA

Boston, MA

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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 2026-05-05
  • VA RA
    APPROVED
    Since 2026-05-05

Branch Locations

1806 Summit Ave 100, Richmond, VA 23230 • 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
James Madison University Harrisonburg VA 08/2020 12/2021
Duke University Durham NC 06/2016 05/2020
Benedictine College Preparatory Richmond VA 08/2012 06/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2021 11/2021
Northwestern Mutual Investment Services Llc Harrisonburg VA 06/2021 11/2021
Morgan Stanley Private Bank, N.A New York NY 12/2021 11/2022
Cw Advisors, Llc Richmond VA 08/2024 Present
Agili Richmond VA 11/2022 08/2024
  • 08/2020 → 12/2021
    James Madison University
    Harrisonburg, VA
  • 06/2016 → 05/2020
    Duke University
    Durham, NC
  • 08/2012 → 06/2018
    Benedictine College Preparatory
    Richmond, VA
  • 05/2021 → 11/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2021 → 11/2021
    Northwestern Mutual Investment Services Llc
    Harrisonburg, VA
  • 12/2021 → 11/2022
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 08/2024 → Present
    Cw Advisors, Llc
    Richmond, VA
  • 11/2022 → 08/2024
    Agili
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-14
S63 Uniform Securities Agent State Law Examination 2021-07-24
  • S66 Uniform Combined State Law Examination
    2022-02-14
  • S63 Uniform Securities Agent State Law Examination
    2021-07-24
Designations
Other Names
  • Scott Bracey
  • Franklin Scott Bracey

View on SEC IAPD

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Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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