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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant28 years in industry

MARILEE ANNE FALCO

Advisor at CW ADVISORS, LLC

Bethlehem, PA | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1af50e51-cd41-8b00-0c19-9b2c5bbf5903

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 2
Observed: Apr 30, 2010 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Marilee Anne Falco

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Marilee Anne Falco

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Mar 23, 1998
First registration: Apr 30, 2010
Dual registered: no
IAPD individual key: 3009182

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CW ADVISORS, LLC	Independent wealth	Aug 16, 2024	n/a	yes	Bethlehem, PA\|BOSTON, MA	Current employment
AGILI, P.C.	Former SEC adviser	May 24, 2012	Aug 28, 2024	no	RICHMOND, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 30, 2010	Mar 4, 2011	no	BOSTON, MA\|BETHLEHEM, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AGILI, P.C.	CW ADVISORS, LLC	Aug 28, 2024	Aug 16, 2024	-12	Firm change	RIA to RIA
LPL FINANCIAL LLC	AGILI, P.C.	Mar 4, 2011	May 24, 2012	447	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107664:310873:VA:2024-08-28	Aug 28, 2024	Aug 16, 2024	RICHMOND, VA	Firm change

Relationships

Registered with (3)

→ CW ADVISORS, LLCRegistered adviserregistration: current employment
Aug 16, 2024 to presentfactForm ADV
→ AGILI, P.C.Registered adviserregistration: previous registration
May 24, 2012 to Aug 28, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 30, 2010 to Mar 4, 2011factForm ADV

Dated events

Occurred
Aug 28, 2024
Advisor changed firm
Marilee Anne Falco left Agili, P.C. for Cw Advisors, Llc (registered 2024-08-16)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1af50e51-cd41-8b00-0c19-9b2c5bbf5903
First observed: Apr 30, 2010
Last observed: Sep 15, 2026 4 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.

MARILEE ANNE FALCO

Advisor at CW ADVISORS, LLC

Bethlehem, PA | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1af50e51-cd41-8b00-0c19-9b2c5bbf5903

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CW ADVISORS, LLC

Independent wealth

Aug 16, 2024

n/a

yes

Bethlehem, PA|BOSTON, MA

Current employment

AGILI, P.C.

Former SEC adviser

May 24, 2012

Aug 28, 2024

RICHMOND, VA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Apr 30, 2010

Mar 4, 2011

BOSTON, MA|BETHLEHEM, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AGILI, P.C.

CW ADVISORS, LLC

Aug 28, 2024

Aug 16, 2024

-12

Firm change

RIA to RIA

LPL FINANCIAL LLC

AGILI, P.C.

Mar 4, 2011

May 24, 2012

447

Firm change after gap

Other

Team

Left

Joined

From

Kind

107664:310873:VA:2024-08-28

Aug 28, 2024

Aug 16, 2024

RICHMOND, VA

Firm change