Kenneth Alan Kamen

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

Authority	Category	Status	Date
PA	RA	APPROVED	2024-07-02
NJ	RA	APPROVED	2024-06-13

PA RA
APPROVED

Since 2024-07-02
NJ RA
APPROVED

Since 2024-06-13

Branch Locations

Yardley, PA • United States

3625 Quakerbridge Road, Hamilton, NJ 08619 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mercadien Securities, Llc	Hamilton	NJ	06/2002	01/2025
Mercadien Asset Management, Llc	Hamilton	NJ	06/2004	12/2024
Cw Advisors, Llc	Hamilton	NJ	07/2024	Present

06/2002 → 01/2025

Mercadien Securities, Llc

Hamilton, NJ
06/2004 → 12/2024

Mercadien Asset Management, Llc

Hamilton, NJ
07/2024 → Present

Cw Advisors, Llc

Hamilton, NJ

Previous Registrations

2004-04-20 → 2024-12-13

Mercadien Asset Management, Llc

Hamilton, NJ

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-05-10
S65	Uniform Investment Adviser Law Examination	2003-03-07

S63 Uniform Securities Agent State Law Examination

2004-05-10
S65 Uniform Investment Adviser Law Examination

2003-03-07

Other Names

Ken Alan Kamen

View on SEC IAPD