Tori Lind Benjamin

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

• 08/2007 → 11/2016
  Nationwide Planning Associates, Inc.
  Lebanon, NJ
• 01/2017 → 03/2025
  Delta Financial Group, Inc.
  Basking Ridge, NJ
• 03/2025 → Present
  Cw Advisors, Llc
  Basking Ridge, NJ

Previous Registrations

• 2016-05-25 → 2016-11-01
  Npa Asset Management, Llc
  Lebanon, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-13
• S63 Uniform Securities Agent State Law Examination
  2006-12-18

Designations

• Certified Financial Planner