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Kenneth Alan Kamen

CW Advisors, LLC

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About Kenneth Alan Kamen

Kenneth Kamen is a financial advisor with over 40 years of experience in the industry. Kenneth has a wide range of experience in the securities industry having previously worked at firms including Princeton Securities Corporation, Kirlin Securities Inc., Fahnestock & Co., Inc., Fahnestock International Inc., Rooney, Pace Inc., G. K. Scott & Co., Inc., and Blinder, Robinson & Co., Inc. Kenneth holds a number of professional licenses including Series 7, 24, 53, 63, and 65. Kenneth currently works at CW Advisors, LLC, where he is a registered representative and investment advisor. Kenneth has experience providing financial planning, portfolio management, and selection of other advisors services to individuals, businesses, and investment companies.

Firm Information

Kenneth 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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Kenneth Kamen’s Registration & Firm History

NJ

07/02/2024 - Present

CW Advisors, LLC (HAMILTON NJ)

NY

05/17/1988 - 04/18/2001

PRINCETON SECURITIES CORPORATION (SYOSSET NY)

NY

02/23/2001 - 04/17/2001

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

06/13/2000 - 12/31/2000

KIRLIN SECURITIES INC. (SYOSSET NY)

NA

04/12/1988 - 05/31/1988

FAHNESTOCK & CO., INC.

NA

04/01/1988 - 04/12/1988

FAHNESTOCK INTERNATIONAL INC.

NA

01/27/1987 - 04/01/1988

FAHNESTOCK & CO., INC.

NA

10/31/1983 - 02/03/1987

ROONEY, PACE INC.

NA

10/25/1982 - 10/03/1985

G. K. SCOTT & CO., INC.

NA

12/30/1980 - 10/28/1982

BLINDER, ROBINSON & CO.,INC.

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Licenses & Designations

BC

Issued 05/10/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/17/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/09/1990

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/23/1988

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/20/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Alan Kamen. Review regulatory record here.
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