Stephen Gerard English
Investment adviser representative at Cwa Asset Management Group
14 yearsExperience
2 statesRegistered in
$4.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Cwa Asset Management GroupMar 2025 to now
- Capital Wealth Advisors, LLCFeb 2025 to now
- First National BankJan 2012 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1985317
- Firm CRD
- 158940