William Joseph D'agostino
Investment adviser representative at Cw Advisors, LLC
14 yearsExperience
2 statesRegistered in
$15.2BFirm assets
5 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 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
14 years in the industry.
- Cw Advisors, LLCDec 2024 to now
- Aspire Wealth Management CorporationJul 2012 to Dec 2024
- Purshe Kaplan Sterling InvestmentsJul 2012 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 2921954
- Firm CRD
- 310873