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Matthew Parker Bean

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 2023-06-07
  • MA RA
    APPROVED
    Since 2023-06-07

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
Congress Wealth Management Llc Boston MA 05/2018 Present
Gw&K Investment Management Boston MA 08/2015 04/2018
  • 05/2018 → Present
    Congress Wealth Management Llc
    Boston, MA
  • 08/2015 → 04/2018
    Gw&K Investment Management
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-24
  • S65 Uniform Investment Adviser Law Examination
    2023-05-24

View on SEC IAPD

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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
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