Lisa Cassidy is a registered investment advisor at Cw Advisors, LLC, based in Westport, CT, with 31 years of industry experience. Lisa 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
8 Wright Street, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Watermark Securities, INC.Broker
Brenton Point Wealth Advisors LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Silver Leaf Partners, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Advest, INC.Broker
Orbitex Funds Distributor, INC.Broker
Itg INC.Broker
Orbitex Funds Distributor, INC.Broker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
Berkeley Securities CorporationBroker
State Registrations1 state
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