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Sheetal Khanna

Cw Advisors, LLC

Coatesville, PA

Boston, MA

CRD 5109268

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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
PA RA APPROVED 2025-08-01
  • PA RA
    APPROVED
    Since 2025-08-01

Branch Locations

Coatesville, PA • 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
Capital Management Services, Inc. Wayne PA 09/1993 07/2025
Cms Wealth Management Wayne PA 05/2006 07/2025
Cw Advisors, Llc Coatesville PA 08/2025 Present
  • 09/1993 → 07/2025
    Capital Management Services, Inc.
    Wayne, PA
  • 05/2006 → 07/2025
    Cms Wealth Management
    Wayne, PA
  • 08/2025 → Present
    Cw Advisors, Llc
    Coatesville, PA
Previous Registrations
  • 2006-05-05 → 2025-08-06
    Cms Wealth Management
    Wayne, PA
Designations
  • Certified Financial Planner
Other Names
  • Sheetal Khanna
  • Sheetal Enright

View on SEC IAPD

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