David Saul Turbiner
Investment adviser representative at Cw Advisors, LLC
15 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
15 years in the industry.
- Cw Advisors, LLCSep 2023 to now
- Mainline Securities LLCMar 2016 to May 2024
- Mainline Private Wealth, LLCDec 2011 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (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
- 5316506
- Firm CRD
- 310873