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Emily Rose Kamen

CW Advisors, LLC

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About Emily Rose Kamen

Emily Kamen is a financial advisor with CW Advisors, LLC. Emily has been in the industry since 2016 and holds both Series 7 and Series 66 licenses. Emily is also a Certified Financial Planner. In addition to her work at CW Advisors, LLC, Emily also teaches yoga at Focus Barre and Yoga in Philadelphia. Emily specializes in providing financial advice to individuals, corporations, high-net-worth individuals, and charitable organizations. Emily's focus is on developing a strong financial plan to help clients achieve their financial goals.

Firm Information

Emily Kamen 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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Emily Kamen’s Registration & Firm History

MA

07/01/2024 - Present

CW Advisors, LLC (BOSTON MA)

NJ

10/15/2016 - 01/05/2021

RBC CAPITAL MARKETS, LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 02/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Rose Kamen.
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