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Cw Advisors, LLC CRD 310873
$15.2B regulatory AUM 47 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-24 |
| NC | RA | APPROVED | 2026-04-14 |
| NJ | RA | APPROVED | 2025-06-27 |
Branch Locations
37 Stonehouse Road 2, Basking Ridge, NJ 07920 • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cw Advisors, Llc | Basking Ridge | NJ | 03/2025 | Present |
| Delta Financial Group, Inc. | Basking Ridge | NJ | 01/2011 | 03/2025 |
1) Bambino Properties LLC: Investment-related; 26 Hunters Trail, Warren, NJ. 07059; Rental Real Estate Properties; Treasurer; 6/1/2020; 10 hours per month; 0 during trading hours; Treasurer and property manager 2) 7103 Lily Way LLC; Investment-related; 385 Knollwood Road Ext, Elmsford, NY. 10523; Private Equity Investment; Manager; Ownership interest: 7/14/2023; 5 hours per month; 0 during trading hours; Identify opportunities in Private Equity Investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-23 |
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