Frederick Marcus Warburg

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 02/2017
  Unemployed
  Boston, MA
• 02/2017 → 02/2018
  Siharum Advisors, Llc
  Boston, MA
• 02/2020 → 01/2025
  Fernwood Investment Management
  Quincy, MA
• 02/2018 → 04/2019
  Unemployed
  Charlestown, MA
• 02/2025 → Present
  Cw Advisors
  Quincy, MA
• 04/2019 → 06/2023
  Block Mill Capital Llc
  Lincoln, MA

Previous Registrations

• 2020-03-04 → 2025-02-03
  Point Allerton Llc
  Hull, MA
• 2017-03-15 → 2018-02-27
  Siharum Advisors, Llc
  Boston, MA
• 2009-04-08 → 2011-11-22
  Point Allerton Llc
  Quincy, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-08
• S63 Uniform Securities Agent State Law Examination
  2006-05-06

Other Names

• Fred Warburg