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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Henry Breslin is a financial advisor with CW Advisors, LLC. Robert has been in the financial services industry since 1992. Robert holds the Series 6, 7, 24, 55, 57, and 63 securities licenses, as well as the Series 65 investment advisor license. Robert also holds the SIE exam. Robert is a Certified Financial Planner (CFP®). Robert is a member of Congress Wealth Management LLC and specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Robert's firm, CW Advisors, LLC, manages over $6.9 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
05/11/2022 - Present
CW Advisors, LLC (WESTPORT CT)
MA
10/18/2018 - 06/08/2020
KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)
MA
06/19/2014 - 06/06/2017
SORRENTO PACIFIC FINANCIAL, LLC (Norwood MA)
MA
07/10/2013 - 06/05/2014
SANTANDER SECURITIES LLC (BOSTON MA)
MA
06/07/1994 - 06/25/2013
JONESTRADING (BOSTON MA)
RI
11/06/1992 - 05/23/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 11/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2022
Series 57TO - Securities Trader Exam
BC
Issued 06/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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