Mindy Ellen Gasthalter

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

• 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

• S63 Uniform Securities Agent State Law Examination
  1986-02-20

Designations

• Certified Financial Planner