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Markell Anthony Staffieri

Cw Advisors, LLC

Boston, MA

Lehi, UT

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-02
  • UT RA
    APPROVED
    Since 2026-02-02

Branch Locations

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

2801 N Thanksgiving Way 190, Lehi, UT 84043 • 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
Rovin Capital Lehi UT 08/2008 02/2026
First Allied Securities, Inc. San Diego CA 11/2009 09/2017
First Allied Advisory Services, Inc. Chesterfield MO 07/2012 09/2017
Cw Advisors, Llc Lehi UT 02/2026 Present
  • 08/2008 → 02/2026
    Lehi, UT
  • 11/2009 → 09/2017
    First Allied Securities, Inc.
    San Diego, CA
  • 07/2012 → 09/2017
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 02/2026 → Present
    Lehi, UT
Previous Registrations
  • 2011-08-17 → 2026-02-09
    Mesa, AZ
    Mesa, AZ
    Lehi, UT
  • 2012-07-02 → 2017-05-16
    First Allied Advisory Services, Inc.
    San Diego, CA
    San Diego, CA
    Mesa, AZ
  • 2010-03-09 → 2012-07-02
    First Allied Securities, Inc.
    Mesa, AZ
    San Diego, CA
    San Diego, CA
Other Businesses

1) Six Peak Capital Management, LLC; Investment-related; 3051 N Bar H Rd Lehi Utah 84043; Management company for Special Purpose Vehicle entities, including debt investment to a company named Fetch; Member; 3/10/2025; 4 Hours per month; 4 during trading hours; 4 Percent of total yearly compensation expected to be derived from the business; Sit on the investment committee and discuss investment opportunities, current fund companies, and other management issues with the fund 2) Rovin Capital Investment Committee; Investment-related; Lehi Utah 84043; Investment Committee; Committee Member; 1/1/2021; 4 hours per month; 0 during trading hours; participate in periodic meetings and review investment opportunities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-02
S66 Uniform Combined State Law Examination 2010-03-03
S63 Uniform Securities Agent State Law Examination 2009-03-02
  • S65 Uniform Investment Adviser Law Examination
    2011-12-02
  • S66 Uniform Combined State Law Examination
    2010-03-03
  • S63 Uniform Securities Agent State Law Examination
    2009-03-02
Designations

View on SEC IAPD

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