Robert Henry Breslin
Investment adviser representative at Cw Advisors, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Cw Advisors, LLCMay 2022 to now
- Congress Wealth Management LLCMay 2022 to now
- Rhb LLC dba Financial Life PlanningJun 2020 to Jun 2025
- Financial Architects PartnersSep 2017 to Mar 2020
- Dedham Savings BankJun 2014 to Jun 2017
- Sorrento Pacific Financial, LLCJun 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CT, RI).
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
- 2269845
- Firm CRD
- 310873