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Michael Kevin Harty

CW Advisors, LLC

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About Michael Kevin Harty

Michael Harty is a financial advisor at CW Advisors, LLC. Michael has been in the financial services industry since August 2010, when he began working at Charles Schwab & Co., Inc.. Michael has held positions at a variety of financial firms including OptionsXpress, Inc. and AXA Advisors, LLC. Michael has a diverse background and specializes in providing financial advice to individuals, businesses, charitable organizations, and pooled investment vehicles. Michael is a CFA charterholder.

Firm Information

Michael Harty 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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Michael Harty’s Registration & Firm History

MA

11/19/2020 - Present

CW Advisors, LLC (BOSTON MA)

CA

08/02/2010 - 01/16/2019

CHARLES SCHWAB & CO., INC. (LA JOLLA CA)

AZ

05/13/2015 - 05/04/2016

OPTIONSXPRESS, INC. (PHOENIX AZ)

AZ

04/12/2010 - 07/26/2010

AXA ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 09/18/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2015

Series 3 - National Commodity Futures Examination

BC

Issued 04/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Kevin Harty.
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