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Mindy Ellen Gasthalter

Cw Advisors, LLC

Boston, MA

Washington, DC

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Current Employers
Cw Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-10-26
  • DC RA
    APPROVED
    Since 2022-10-26

Branch Locations

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

Washington, DC • 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
Pinnacle Advisory Group, Inc Columbia MD 05/2004 05/2021
Congress Wealth Management Llc Washington DC 05/2021 Present
  • 05/2004 → 05/2021
    Pinnacle Advisory Group, Inc
    Columbia, MD
  • 05/2021 → Present
    Congress Wealth Management Llc
    Washington, DC
Previous Registrations
  • 2005-02-02 → 2021-05-17
    Pinnacle Advisory Group, Inc.
    Columbia, MD
  • 2003-11-27 → 2004-05-07
    Freed Advisors
    Chevy Chase, MD
  • 2002-07-02 → 2003-10-20
    Alexandria Financial Associates, Ltd.
    Alexandria, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-20
  • S63 Uniform Securities Agent State Law Examination
    1986-02-20
Designations

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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