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Eric Oscar Zeltner

CW Advisors, LLC

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About Eric Oscar Zeltner

Eric Zeltner is a financial advisor with over 8 years of experience in the financial services industry. Eric is a Certified Financial Planner™ professional who specializes in providing financial advice to individuals, families, and businesses. Eric is registered to provide investment advice in Pennsylvania. Eric is currently employed with CW Advisors, LLC, a firm that provides financial planning and investment management services to a wide range of clients. Previous to that, Eric was employed by MainLine Securities LLC and Stifel, Nicolaus & Company, Incorporated.

Firm Information

Eric Zeltner 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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Eric Zeltner’s Registration & Firm History

MA

09/27/2023 - Present

CW Advisors, LLC (BOSTON MA)

PA

07/18/2022 - 09/15/2023

MAINLINE SECURITIES LLC (WYNNEWOOD PA)

NJ

03/29/2019 - 08/31/2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)

NJ

01/16/2015 - 04/02/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)

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Licenses & Designations

BOTH

Issued 02/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Oscar Zeltner.
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