Eric Todd Lanshe

Current Employers

Employment History

• 08/2025 → Present
  Cw Advisors, Llc
  West Chester, PA
• 05/2011 → 07/2025
  Cms Wealth Management
  Wayne, PA
• 12/2014 → 07/2025
  Apw Capital, Inc.
  Wayne, PA

Previous Registrations

• 2014-01-30 → 2025-08-06
  Cms Wealth Management
  Wayne, PA
• 2010-06-19 → 2011-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 2008-03-27 → 2008-07-08
  Cetera Investment Services Llc
  Malvern, PA
  Lansdale, PA
• 2007-09-18 → 2008-03-19
  Newport Capital Group, Llc
  Red Bank, NJ
• 2006-04-24 → 2008-03-18
  Walnut Street Securities, Inc.
  Red Bank, NJ
• 2001-09-10 → 2006-03-21
  Cpa Investment Solutions, Llc
  Yardley, PA
• 2003-04-11 → 2006-03-07
  Comprehensive Investment Solutions, Llc
  Yardley, PA
• 2005-07-06 → 2005-12-31
  Ensemble Financial Services, Inc.
  Pittsford, NY
• 2001-06-27 → 2003-04-03
  Comprehensive Investment Solutions Inc
  Yardley, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-12
• S63 Uniform Securities Agent State Law Examination
  1996-03-27

Designations

Other Names

• Eric Lanshe
• Eric T Lanshe
• Eric Lanshe