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Cw Advisors, LLC CRD 310873
$15.2B regulatory AUM 47 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-24 |
Branch Locations
37 Stonehouse Road 2, Basking Ridge, NJ 07920 • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Financial Group, Inc. | Basking Ridge | NJ | 04/1991 | 03/2025 |
| Cw Advisors, Llc | Basking Ridge | NJ | 03/2025 | Present |
1) 37 Stonehouse LLC; Not investment-related; 37 Stonehouse Road, Basking Ridge, NJ 07920; Real estate; Partner; 01/01/2017; 1 hour per month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-14 |
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