Gary Droz is a registered investment advisor at Cw Advisors, LLC, based in Boston, MA, with 41 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,296 clients with $9.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CW Advisors generally charges a percentage of the assets they manage for investment management services. The fee typically ranges from 0.50% to 1.50% annually. Clients may also be responsible for fees charged by investment managers they contract with. Fees may vary based on account size, complexity, and investment strategies employed.
Location
155 Seaport Blvd, 3rd Floor, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is a licensed insurance producer since 1993, dedicating a few hours per week to insurance sales. Gary also owns Droz Management, LLC, which manages small apartment buildings and office space, requiring minimal time.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Mainline Securities LLCBroker
Cms Investment Resources, LLCBroker
Mainline Private Wealth, LLC
Innovest Financial Management INC
J. B. Hanauer & CO.Broker
NFP Securities, INC.Broker
Fortis Investors, INC.Broker
1717 Capital Management CompanyBroker
Mid Atlantic Capital CorporationBroker
Integrated Financial Capital CorporationBroker
Mid Atlantic Capital SecuritiesBroker
Appalachian Investment CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.