David Brad Kauffman
Investment adviser representative at Cw Advisors, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Congress Wealth Management LLCMay 2021 to now
- Cw Advisors, LLCApr 2021 to now
- Pinnacle Advisory Group, Inc.Jan 2007 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cw Advisors, LLC
$15.2BAssets managed
6,542Clients
99Advisers
5 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
- 2188590
- Firm CRD
- 310873