Robert
Breslin
Cw Advisors, LLC
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About this Advisor
Robert Breslin is a financial advisor based in Westport, Connecticut, working with Cw Advisors, LLC. Robert has previously held positions at Dedham Savings Bank, Sorrento Pacific Financial, LLC, Congress Wealth Management LLC, Financial Architects Partners, and Rhb LLC Dba Financial Life Planning. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Rhode Island. Currently, Robert is part of Cw Advisors, LLC, which operates out of Westport, Connecticut. The firm has 12 offices and 76 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cw Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cw Advisors, LLC Brokerage Details
$6,920,412,973
76
9,978
$693,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Breslin Work History
Congress Wealth Management LLC
Rhb LLC Dba Financial Life Planning
Financial Architects Partners
Dedham Savings Bank
Sorrento Pacific Financial, LLC
Disclosures
Please visit the SEC profile of Robert Breslin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cw Advisors, LLC
Boston, MA
Boston, MA
Westport, CT
Boston, MA
Boston, MA
Wynnewood, PA
Columbia, MD
Boston, MA
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