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Frank Paul Lombardi

Cw Advisors, LLC

Boston, MA

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 2024-10-18
  • MA RA
    APPROVED
    Since 2024-10-18

Branch Locations

800 Boylston Street Suite 2830, Boston, MA 02199 • United States

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
Cubic Asset Management, Llc Boston MA 05/2008 06/2024
Cw Advisors, Llc Boston MA 07/2024 Present
  • 05/2008 → 06/2024
    Cubic Asset Management, Llc
    Boston, MA
  • 07/2024 → Present
    Cw Advisors, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-28
  • S65 Uniform Investment Adviser Law Examination
    2024-09-28

View on SEC IAPD

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