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Monica Faithfull

CW Advisors, LLC

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About Monica Faithfull

Monica Faithfull is a registered investment advisor representative with CW Advisors, LLC. Monica has been in the financial services industry since 2014 and has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, pensions, charitable organizations, pooled investment vehicles, and other investment advisors. Monica holds both the Series 66 and Series 7TO licenses. Monica has been previously registered with First Republic Securities Company, LLC. Monica has a specialization in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Monica Faithfull 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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Monica Faithfull’s Registration & Firm History

MA

05/10/2022 - Present

CW Advisors, LLC (BOSTON MA)

MA

08/15/2020 - 04/25/2022

FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Monica Faithfull.
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