Michael Kevin Harty
Investment adviser representative at Cw Advisors, LLC
16 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
16 years in the industry.
- Cw Advisors, LLCJan 2019 to now
- Charles Schwab BankMay 2016 to Jan 2019
- Charles Schwab & Co., Inc.Jul 2010 to Jan 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5766655
- Firm CRD
- 310873