Franklin S Bracey
Investment adviser representative at Cw Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$15.2BFirm assets
Are you Franklin S Bracey? Claim your profile
Contact this firm
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
14 years in the industry.
- Cw Advisors, LLCAug 2024 to now
- AgiliNov 2022 to Aug 2024
- Morgan Stanley Private Bank, N.ADec 2021 to Nov 2022
- Northwestern Mutual Investment Services LLCJun 2021 to Nov 2021
- Northwestern Mutual Life Insurance CompanyMay 2021 to Nov 2021
- James Madison UniversityAug 2020 to Dec 2021
- Duke UniversityJun 2016 to May 2020
- Benedictine College PreparatoryAug 2012 to Jun 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7362628
- Firm CRD
- 310873