Best Investors Account Sign in
Inactive

Brandon Philip Stoker

Cw Advisors, LLC

Scottsdale, AZ

Boston, MA

CRD 5655238

Claim This Profile
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:

Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-20
  • AZ RA
    APPROVED
    Since 2026-07-20

Branch Locations

15169 N Scottsdale Road 205, Scottsdale, AZ 85254 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • 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
Charles Schwab & Co., Inc Phoenix AZ 10/2009 07/2026
Cw Advisors, Llc Scottsdale AZ 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-18
S63 Uniform Securities Agent State Law Examination 2009-06-08
  • S65 Uniform Investment Adviser Law Examination
    2011-04-18
  • S63 Uniform Securities Agent State Law Examination
    2009-06-08
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor