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Christopher Scott Heyman

Investment adviser representative at Cw Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$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

18 years in the industry.

  1. Cw Advisors, LLCFeb 2026 to now
  2. Rovin CapitalAug 2022 to Feb 2026
  3. Accuvest Global AdvisorsJan 2008 to Jul 2022

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (UT).

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
5287843
Firm CRD
310873
Advisor's SEC record (opens in a new tab)
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