Erich
Fradenburg
Cw Advisors, LLC
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About this Advisor
Erich Fradenburg is a financial advisor based in Boston, Massachusetts, working with Cw Advisors, LLC. Erich has previously held positions at Pioneer Funds Distributor, Inc, Pioneer Investment Management, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fnex Capital, LLC, Congress Wealth Management LLC, and Beaumont Capital Management, LLC. Erich has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Erich 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
Erich Fradenburg Work History
Congress Wealth Management LLC
Fnex Capital, LLC
Beaumont Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Pioneer Investment Management, Inc
Pioneer Funds Distributor, Inc
Disclosures
Please visit the SEC profile of Erich Fradenburg 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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