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David John Costigan

CW Advisors, LLC

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About David John Costigan

David Costigan is a financial advisor with CW Advisors, LLC. David has been in the financial industry since 1998 and is a Certified Financial Planner. David has a Series 7 and Series 66 license. Before joining CW Advisors, LLC, David worked at UBS PaineWebber Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David's specializations include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. David also works with pooled investment vehicles.

Firm Information

David Costigan 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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David Costigan’s Registration & Firm History

MA

11/09/2020 - Present

CW Advisors, LLC (BOSTON MA)

NJ

01/19/2001 - 05/07/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

09/21/1998 - 01/25/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/22/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David John Costigan.
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