TrueAdvisor
TrueAdvisor
CL
CFP
CL
CFP

Christine Winters Lawless

Cw Advisors, LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Cw Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
3,296 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$9.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

155 Seaport Blvd, 3rd Floor, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cw Advisors, LLC
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Congress Wealth Management LLC
June 2015 - December 2020 · 5 yrs 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.