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Brendan Michael Collins

CW Advisors, LLC

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About Brendan Michael Collins

Brendan Collins is a financial advisor with CW Advisors, LLC. Brendan has been a registered representative since March 2015. Brendan's prior work experience was with UBS Financial Services Inc. and Fidelity Brokerage Services LLC. Brendan is registered to provide investment advice in the state of Massachusetts. Brendan also holds the Series 65 and Series 63 licenses. Brendan offers financial planning, portfolio management, and other advisory services to individual clients, families, and corporations. Brendan is committed to helping clients achieve their financial goals.

Firm Information

Brendan Collins is currently registered with CW Advisors, LLC. CW Advisors, LLC is a Boston-based investment advisory firm with over $6.9 billion in regulatory assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. CW Advisors serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors.
CW Advisors, LLC

155 SEAPORT BLVD

BOSTON, MA 02210

$6.92B

Assets Under Management

9

Total Clients

51

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brendan Collins’s Registration & Firm History

MA

11/22/2021 - Present

CW Advisors, LLC (BOSTON MA)

MA

01/14/2020 - 11/18/2021

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MA

03/05/2015 - 01/14/2020

FIDELITY BROKERAGE SERVICES LLC (HINGHAM MA)

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Licenses & Designations

IA

Issued 11/09/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brendan Michael Collins.
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