Robert Breslin is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Saunderstown, RI, with 29 years of industry experience. Robert 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
Saunderstown, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.