John Salvatore Tassone
Investment adviser representative at Cw Advisors, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Cw Advisors, LLCJul 2026 to now
- Fft Wealth ManagementJan 2022 to Jun 2026
- Lido Advisors, LLCJan 2021 to Jan 2022
- Boston Private Wealth LLCMay 2018 to Feb 2021
- Steelbridge Private Wealth Advisors LLCJan 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2936169
- Firm CRD
- 310873