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RIA / WealthAdvisorCertified Financial Planner27 years in industry

KENNETH RICHARD ZANNONI

Advisor at CW ADVISORS, LLC

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:5b2c00a8-47d7-5d67-79b4-e2f877241281

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 18, 2000 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Kenneth Richard Zannoni

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: Oct 26, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 26, 1998
First registration: Oct 18, 2000
Dual registered: no
IAPD individual key: 3113495

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	Oct 28, 2020	n/a	yes	BOSTON, MA	Current employment
CONGRESS WEALTH MANAGEMENT LLC	Former SEC adviser	Feb 23, 2010	Dec 2, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 18, 2000	Apr 2, 2007	no	BOSTON, MA	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
CONGRESS WEALTH MANAGEMENT LLC	CW ADVISORS, LLC	Dec 2, 2020	Oct 28, 2020	-35	Firm change after gap	RIA to new firm
STRATEGIC ADVISERS LLC	CONGRESS WEALTH MANAGEMENT LLC	Apr 2, 2007	Feb 23, 2010	1,058	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
149446:310873:MA:2020-12-02	Dec 2, 2020	Oct 28, 2020	BOSTON, MA	Firm change after gap

Relationships

Registered with (3)

→ CW ADVISORS, LLCRegistered adviserregistration: current employment
Oct 28, 2020 to presentfactForm ADV
→ CONGRESS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 23, 2010 to Dec 2, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Oct 18, 2000 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b2c00a8-47d7-5d67-79b4-e2f877241281
First observed: Oct 18, 2000
Last observed: Sep 14, 2026 6 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.

KENNETH RICHARD ZANNONI

Advisor at CW ADVISORS, LLC

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:5b2c00a8-47d7-5d67-79b4-e2f877241281

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:08 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CW ADVISORS, LLC

Independent wealth

Oct 28, 2020

n/a

yes

BOSTON, MA

Current employment

CONGRESS WEALTH MANAGEMENT LLC

Former SEC adviser

Feb 23, 2010

Dec 2, 2020

BOSTON, MA

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Oct 18, 2000

Apr 2, 2007

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CONGRESS WEALTH MANAGEMENT LLC

CW ADVISORS, LLC

Dec 2, 2020

Oct 28, 2020

-35

Firm change after gap

RIA to new firm

STRATEGIC ADVISERS LLC

CONGRESS WEALTH MANAGEMENT LLC

Apr 2, 2007

Feb 23, 2010

1,058

Firm change after gap

Other

Team

Left

Joined

From

Kind

149446:310873:MA:2020-12-02

Dec 2, 2020

Oct 28, 2020

BOSTON, MA

Firm change after gap