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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

ERIC TODD LANSHE

Advisor at CW ADVISORS, LLC

BOSTON, MA | WEST CHESTER, PA

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Search this name across graphsid dfx:ria:8fd657f5-0f17-5e11-003e-30bc31312065

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2001 to Sep 15, 2026

Across DFX

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.

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 27, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Mar 27, 1996
First registration: Jun 27, 2001
Dual registered: no
Other names: ERIC LANSHE|ERIC T LANSHE|ERIC LANSHE
IAPD individual key: 2619283

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 1, 2025	n/a	yes	WEST CHESTER, PA\|BOSTON, MA	Current employment
CMS WEALTH MANAGEMENT	Former SEC adviser	Jan 30, 2014	Aug 6, 2025	no	WAYNE, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 19, 2010	May 3, 2011	no	WAYNE, PA	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Mar 27, 2008	Jul 8, 2008	no	MALVERN, PA\|LANSDALE, PA	Previous registration
NEWPORT CAPITAL GROUP, LLC	Mixed wealth	Sep 18, 2007	Mar 19, 2008	no	RED BANK, NJ	Previous registration
WALNUT STREET SECURITIES, INC.	Former SEC adviser	Apr 24, 2006	Mar 18, 2008	no	RED BANK, NJ	Previous registration
ENSEMBLE FINANCIAL SERVICES, INC.	n/a	Jul 6, 2005	Dec 31, 2005	no	PITTSFORD, NY	Previous registration
COMPREHENSIVE INVESTMENT SOLUTIONS, LLC	Former SEC adviser	Apr 11, 2003	Mar 7, 2006	no	YARDLEY, PA	Previous registration
CPA INVESTMENT SOLUTIONS, LLC	Former SEC adviser	Sep 10, 2001	Mar 21, 2006	no	YARDLEY, PA	Previous registration
COMPREHENSIVE INVESTMENT SOLUTIONS INC	n/a	Jun 27, 2001	Apr 3, 2003	no	YARDLEY, 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
CMS WEALTH MANAGEMENT	CW ADVISORS, LLC	Aug 6, 2025	Aug 1, 2025	-5	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CMS WEALTH MANAGEMENT	May 3, 2011	Jan 30, 2014	1,003	Firm change after gap	Other
CETERA INVESTMENT SERVICES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 8, 2008	Jun 19, 2010	711	Firm change after gap	Other
NEWPORT CAPITAL GROUP, LLC	CETERA INVESTMENT SERVICES LLC	Mar 19, 2008	Mar 27, 2008	8	Firm change	Other
WALNUT STREET SECURITIES, INC.	NEWPORT CAPITAL GROUP, LLC	Mar 18, 2008	Sep 18, 2007	-182	Firm change after gap	Other
CPA INVESTMENT SOLUTIONS, LLC	COMPREHENSIVE INVESTMENT SOLUTIONS, LLC	Mar 21, 2006	Apr 11, 2003	-1,075	Firm change after gap	Other
COMPREHENSIVE INVESTMENT SOLUTIONS, LLC	ENSEMBLE FINANCIAL SERVICES, INC.	Mar 7, 2006	Jul 6, 2005	-244	Firm change after gap	Other
ENSEMBLE FINANCIAL SERVICES, INC.	WALNUT STREET SECURITIES, INC.	Dec 31, 2005	Apr 24, 2006	114	Firm change	Other
COMPREHENSIVE INVESTMENT SOLUTIONS INC	CPA INVESTMENT SOLUTIONS, LLC	Apr 3, 2003	Sep 10, 2001	-570	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
105903:310873:PA:2025-08-06	Aug 6, 2025	Aug 1, 2025	WAYNE, PA	Firm change

Relationships

Registered with (10)

→ CW ADVISORS, LLCRegistered adviserregistration: current employment
Aug 1, 2025 to presentfactForm ADV
→ CMS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 30, 2014 to Aug 6, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 19, 2010 to May 3, 2011factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Mar 27, 2008 to Jul 8, 2008factForm ADV
→ NEWPORT CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Sep 18, 2007 to Mar 19, 2008factForm ADV
→ WALNUT STREET SECURITIES, INC.Registered adviserregistration: previous registration
Apr 24, 2006 to Mar 18, 2008factForm ADV
→ CPA INVESTMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Sep 10, 2001 to Mar 21, 2006factForm ADV
→ COMPREHENSIVE INVESTMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Apr 11, 2003 to Mar 7, 2006factForm ADV
→ ENSEMBLE FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 6, 2005 to Dec 31, 2005factForm ADV
→ COMPREHENSIVE INVESTMENT SOLUTIONS INCRegistered adviserregistration: previous registration
Jun 27, 2001 to Apr 3, 2003factForm ADV

Dated events

Occurred
Aug 6, 2025
Advisor changed firm
Eric Todd Lanshe left Cms Wealth Management for Cw Advisors, Llc (registered 2025-08-01)
Form ADVobserved 5 days ago