Amy Nuttall Zwaan
Investment adviser representative at Cw Advisors, LLC
16 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
16 years in the industry.
- Cw Advisors, LLCSep 2026 to now
- Yosemite Capital Management, LLCJul 2026 to Sep 2026
- Alexander Capital Wealth Management LLCOct 2024 to Jul 2026
- Alexander Capital, L.P.Oct 2024 to Jul 2026
- UnemployedMay 2024 to Oct 2024
- LPL Financial LLCNov 2022 to May 2024
- Securities America, Inc.Sep 2019 to Nov 2022
- Wealthplan Partners, IncSep 2019 to Nov 2022
- Concurrrent, LLCNov 2018 to Sep 2019
- Raymond James Financial Services Advisors, Inc.Nov 2018 to Sep 2019
- Raymond James Financial Services, Inc.Nov 2018 to Sep 2019
- The Wealth Consulting GroupDec 2016 to Nov 2018
- LPL Financial LLCSep 2010 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4857906
- Firm CRD
- 310873