Brendan Michael Collins

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

• 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

• 2020-01-14 → 2021-11-18
  Ubs Financial Services Inc.
  Boston, MA
• 2018-07-13 → 2020-01-30
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-12-20 → 2018-07-13
  Strategic Advisers Llc
  Hingham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-09
• S63 Uniform Securities Agent State Law Examination
  2014-09-16

Designations

• Certified Financial Planner

Other Names

• Brendan Michael Collins
• Brendan M Collins