# CW ADVISORS, LLC

CW ADVISORS, LLC of BOSTON, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 310873
- Type: SEC-registered investment adviser
- SEC file number: 801-119667
- Location: 155 SEAPORT BLVD, 3RD FLOOR, BOSTON, MA, 02210
- Phone: (617) 428-7600
- Latest filing: 2026-07-30
- Regulatory AUM: $15.2B
- Discretionary AUM: $14.8B
- Non-discretionary AUM: $437.7M
- Clients: 152
- Accounts: 23,756

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Milton Ralph Berlinski | GENERAL PARTNER; INVESTMENT MANAGER; MEMBER (+1 more) | New York, NY |
| Richard James Villiotte | PRESIDENT, CHIEF OPERATING OFFICER | — |
| Candace Cavalier | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | Boston, MA |
| Erin Marie Wendell | CHIEF FINANCIAL OFFICER | — |
| Kenneth Richard Zannoni | PRESIDENT AND CHIEF WEALTH OFFICER | — |
| Scott William Dell'Orfano | CHIEF EXECUTIVE OFFICER | — |
| Paul Andrew Lonergan | CHAIRMAN OF THE BOARD | — |
| BARRETT MICHAEL JAMES | CHIEF INVESTMENT OFFICER | — |
| LAGAN DANIEL ANTHONY | TRUSTEE | — |
| LAGAN CHRISTOHER MICHAEL | TRUSTEE | — |
| LAGAN MATTHEW TERENCE | OFFICER | — |
| LONERGAN PAUL ANDREW | CHIEF EXECUTIVE OFFICER; MEMBER; PRESIDENT | — |
| ZANNONI KENNETH RICHARD | PRESIDENT AND CHIEF WEALTH OFFICER | — |
| VILLIOTTE RICHARD JAMES | CHIEF OPERATING OFFICER; PRESIDENT AND CHIEF OPERATING OFFICER; PRESIDENT, CHIEF OPERATING OFFICER | — |
| Cavalier Candace | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| Wendell Erin Marie | CHIEF FINANCIAL OFFICER | — |
| GALVIN MICHAEL WILLIAM | MEMBER | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-08-25 | regulatory | ON DECEMBER 22, 2014, THE SECURITIES AND EXCHANGE COMMISSION ("SEC") BROUGHT A SETTLED FRAUD ACTION AGAINST F-SQUARED INVESTMENTS, INC. ("F-SQUARED"), AN UNAFFILIATED INVESTMENT MANAGER. IN CONNECTION WITH THE RESOLUTION, F-SQUARED ADMITTED, AMONG OTHER THINGS, TO MAKING FALSE CLAIMS REGARDING ITS A… | Final | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310873/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310873/similar
- Related entities: https://search.stillhousedata.com/firm/310873/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310873

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.