Robert Breslin is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Saunderstown, RI, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.
Fee Estimator
Location
Saunderstown, RI
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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 Activities
Robert manages and owns Prospect Street Properties (since 2013) and Prospect Street Properties II (since 2017), overseeing properties, paying bills, and collecting rent, dedicating minimal time to each. He also receives dividend payments as a shareholder of Jones & Associates.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Santander Securities
Santander Securities LLCBroker
JonestradingBroker
Fidelity Brokerage Services, INC.Broker
State Registrations2 states
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.
Exams
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