John Salvatore Tassone

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

• 01/2016 → 02/2018
  Steelbridge Private Wealth Advisors Llc
  Jupiter, FL
• 05/2018 → 02/2021
  Boston Private Wealth Llc
  Palm Beach Gardens, FL
• 01/2021 → 01/2022
  Lido Advisors, Llc
  Boca Raton, FL
• 01/2022 → 06/2026
  Fft Wealth Management
  Palm Beach, FL
• 07/2026 → Present
  Cw Advisors, Llc
  Jupiter, FL

Previous Registrations

• 2022-05-17 → 2026-06-10
  Corient Shc Wealth Management (Us) Lp
  Palm Beach, FL
  Philadelphia, PA
• 2021-02-09 → 2022-01-12
  Lido
  Los Angeles, CA
  Boca Raton, FL
• 2018-06-14 → 2021-02-08
  Svb Wealth
  Palm Beach Gardens, FL
  Boston, MA
  Palm Beach Gardens, FL
• 2016-07-09 → 2018-09-10
  Steelbridge Private Wealth Advisors Llc
  Jupiter, FL
  Naples, FL
• 2014-04-04 → 2016-05-04
  Bakeravenue
  San Francisco, CA
  Palm Beach Gardens, FL
• 2013-01-18 → 2013-06-26
  Deltec Wealth Management, Llc
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2006-01-24 → 2012-11-09
  Gfo Advisory Services, Llc
  Greenwich, CT

Other Businesses

1) Wounded Veterans Relief Fund; Not investment-related; North Palm Beach, FL. 33408; Charitable Organization; Board Member; 7/1/2015; 2 hours per month; 0 during trading hours; Board Member and Treasurer

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-09
• S63 Uniform Securities Agent State Law Examination
  1997-09-18