DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Eric Todd Lanshe

Cw Advisors, LLCindependent RIABoston, Ma IA-onlyIAPD 2619283

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Eric Lanshe

At current firm

1 y

since Aug 1, 2025

In the industry

30 y

since Mar 27, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cw Advisors, LLC independent RIA current
since Aug 1, 2025 · West Chester, Pa
Cms Wealth Management former
Jan 30, 2014 to Aug 6, 2025 · Wayne, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 19, 2010 to May 3, 2011 · Wayne, Pa
Cetera Investment Services LLC former
Mar 27, 2008 to Jul 8, 2008 · Malvern, Pa
Newport Capital Group, LLC mixed wealth
Sep 18, 2007 to Mar 19, 2008 · Red Bank, Nj
Walnut Street Securities, Inc. former
Apr 24, 2006 to Mar 18, 2008 · Red Bank, Nj
Ensemble Financial Services, Inc. unclassified
Jul 6, 2005 to Dec 31, 2005 · Pittsford, Ny
Comprehensive Investment Solutions, LLC former
Apr 11, 2003 to Mar 7, 2006 · Yardley, Pa
Cpa Investment Solutions, LLC former
Sep 10, 2001 to Mar 21, 2006 · Yardley, Pa
Comprehensive Investment Solutions Inc unclassified
Jun 27, 2001 to Apr 3, 2003 · Yardley, Pa

Moves

a registration end followed by a registration begin elsewhere

Cms Wealth Management to Cw Advisors, LLC
left Aug 6, 2025, registered Aug 1, 2025 (-5 days) · RIA to RIA · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Cms Wealth Management
left May 3, 2011, registered Jan 30, 2014 (1003 days) · Other
Cetera Investment Services LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jul 8, 2008, registered Jun 19, 2010 (711 days) · Other
Newport Capital Group, LLC to Cetera Investment Services LLC
left Mar 19, 2008, registered Mar 27, 2008 (8 days) · Other
Walnut Street Securities, Inc. to Newport Capital Group, LLC
left Mar 18, 2008, registered Sep 18, 2007 (-182 days) · Other
Cpa Investment Solutions, LLC to Comprehensive Investment Solutions, LLC
left Mar 21, 2006, registered Apr 11, 2003 (-1075 days) · Other
Comprehensive Investment Solutions, LLC to Ensemble Financial Services, Inc.
left Mar 7, 2006, registered Jul 6, 2005 (-244 days) · Other
Ensemble Financial Services, Inc. to Walnut Street Securities, Inc.
left Dec 31, 2005, registered Apr 24, 2006 (114 days) · Other
Comprehensive Investment Solutions Inc to Cpa Investment Solutions, LLC
left Apr 3, 2003, registered Sep 10, 2001 (-570 days) · Other

Signals

Eric Todd Lanshe left Cms Wealth Management for Cw Advisors, Llc (registered 2025-08-01)
Aug 6, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address