Best Investors Account Sign in
Inactive

Brian Macellara

Cw Advisors, LLC

Boston, MA

Basking Ridge, NJ

CRD 8031615

Claim This Profile
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:

Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-28
  • NJ RA
    APPROVED
    Since 2025-03-28

Branch Locations

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

37 Stonehouse Road Suite 2, Basking Ridge, NJ 07920 • 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
Cw Advisors, Llc Basking Ridge NJ 03/2025 Present
Delta Financial Group, Inc. Basking Ridge NJ 06/2016 03/2025
  • 03/2025 → Present
    Cw Advisors, Llc
    Basking Ridge, NJ
  • 06/2016 → 03/2025
    Delta Financial Group, Inc.
    Basking Ridge, NJ
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

More in Boston, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor