Nathaniel David Robinson
Investment adviser representative at Cw Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cw Advisors, LLCOct 2024 to now
- Campbell Wealth Management, Inc.Feb 2023 to Aug 2024
- Cg Advisory ServicesNov 2016 to Jan 2023
- Colorado Springs SwitchbacksNov 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6336837
- Firm CRD
- 310873