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Reginald William Burroughs

CW Advisors, LLC

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About Reginald William Burroughs

Reginald William Burroughs is a financial advisor with over 37 years of experience in the industry. Reginald is currently registered with CW Advisors, LLC, where they provide financial advice to clients, including high-net-worth individuals, charitable organizations, corporations, and investment companies. They have a broad range of expertise, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Reginald Burroughs 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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Reginald Burroughs’s Registration & Firm History

NJ

06/13/2024 - Present

CW Advisors, LLC (HAMILTON NJ)

NY

07/23/1986 - 03/22/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/03/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2001

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 07/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reginald William Burroughs.
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