This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CW ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 1978earliest registration or exam on IAPD

Years in industry

47derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Jun 14, 1985

First registration

Jul 7, 2009

Dual registered

no

Other names

MIKE STAFFIERI

IAPD individual key

1354753

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Michael Anthony Staffieri left Rovin Capital for First Allied Advisory Services, Inc. (registered 2012-07-02)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1070af2e-1859-055f-becf-65645ff4454e

First observed

Jul 7, 2009

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.