Clinton Dean Lynch
Investment adviser representative at Cw Advisors, LLC
13 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
13 years in the industry.
- Cw Advisors, LLCOct 2020 to now
- Congress Wealth Management LLCFeb 2020 to now
- Apexium FinancialJan 2019 to Jan 2020
- Charles Schwab & Co., Inc.Apr 2013 to Dec 2018
- Charles Schwab BankApr 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, PA).
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
- 5081294
- Firm CRD
- 310873