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

May 6, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

May 6, 2006

First registration

Apr 8, 2009

Dual registered

no

Other names

FRED WARBURG

IAPD individual key

5069452

• Occurred

  Feb 3, 2025
  Advisor changed firm

  Frederick Marcus Warburg left Fernwood Investment Management, Llc for Cw Advisors, Llc (registered 2025-02-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b995b183-4711-f643-4648-e5e400377e67

First observed

Apr 8, 2009

Last observed

Sep 14, 2026 7 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.