David
Costigan
Cw Advisors, LLC
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About this Advisor
David Costigan is a financial advisor based in Boston, Massachusetts, working with Cw Advisors, LLC. David has previously held positions at Bp Wealth Management, LLC, Banyan Partners, LLC, Penobscot Investment Management Company, Inc, Norton Point Strategic Advisors, Slatestone Wealth LLC, Slatestone Private Client, and Congress Wealth Management LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, David is part of Cw Advisors, LLC, which operates out of Boston, Massachusetts. 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
David Costigan Work History
Congress Wealth Management LLC
Congress Wealth Management LLC
Slatestone Private Client
Slatestone Wealth LLC
Penobscot Investment Management Company, Inc
Norton Point Strategic Advisors
Bp Wealth Management, LLC
Banyan Partners, LLC
Disclosures
Please visit the SEC profile of David Costigan 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
Boston, MA
Boston, MA
Boston, MA
Wynnewood, PA
Boston, MA
Westport, CT
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