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Brendan Michael Collins

Cw Advisors, LLC

Boston, MA

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-11-22
  • MA RA
    APPROVED
    Since 2021-11-22

Branch Locations

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
Fidelity Brokerage Services Llc Boston MA 01/2015 12/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2019
Ubs Financial Services Inc. Boston MA 01/2020 10/2021
Congress Wealth Management Llc Quincy MA 11/2021 Present
  • 01/2015 → 12/2019
    Fidelity Brokerage Services Llc
    Boston, MA
  • 07/2018 → 12/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2020 → 10/2021
    Ubs Financial Services Inc.
    Boston, MA
  • 11/2021 → Present
    Congress Wealth Management Llc
    Quincy, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-09
S63 Uniform Securities Agent State Law Examination 2014-09-16
  • S65 Uniform Investment Adviser Law Examination
    2016-11-09
  • S63 Uniform Securities Agent State Law Examination
    2014-09-16
Designations
Other Names
  • Brendan Michael Collins
  • Brendan M Collins

View on SEC IAPD

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Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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