Kenneth
Zannoni
Cw Advisors, LLC
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About this Advisor
Kenneth Zannoni is a financial advisor based in Boston, Massachusetts, working with Cw Advisors, LLC. Kenneth has previously held a position at Congress Wealth Management LLC. Kenneth has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Kenneth 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
Kenneth Zannoni Work History
Congress Wealth Management LLC
Disclosures
Please visit the SEC profile of Kenneth Zannoni 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
Wynnewood, PA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Columbia, MD
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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