Congress Wealth Advisor Solutions

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

155 Seaport Blvd, Boston, Massachusetts,...

Phone Number

(617) 428-7600

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Congress Wealth Advisor Solutions

CW Advisor Solutions provides customized investment management and practice management solutions specifically designed for independent financial advisors aiming to grow their businesses. The company emphasizes the importance of the independent advisor model, allowing firms to maintain complete control and independence while leveraging resources through strategic partnerships. Services offered include continuity succession planning, operational management, and compliance support, aimed at assisting advisors in achieving their unique goals. With over a decade of experience, CW Advisor Solutions is dedicated to supporting advisors across the nation.Explore more
Congress Wealth Advisor Solutions's Social MediaPopular SearchesCongress Wealth Advisor SolutionsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Congress Wealth Advisor S...

<$5M
51-200
Private
-
-
N/A
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
<$5M
1987
RG
Randy GarciaFounder & CEO
<$5M
11-50
Private
<$5M
1985
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
11-50
Private
-
2010
CB
Cybil BellMarketing Coordinator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Congress Wealth Advisor Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Congress Wealth Advisor Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Congress Wealth Advisor Solutions.

Top Finance Companies

Frequently Asked Questions Regarding Congress Wealth Advisor Solutions

What is Congress Wealth Advisor Solutions's official website?
Congress Wealth Advisor Solutions's official website is www.congresswealthadvisorsolutions.com
What is Congress Wealth Advisor Solutions's Revenue?
Congress Wealth Advisor Solutions's revenue is <$5 Million
What is Congress Wealth Advisor Solutions's SIC code?
Congress Wealth Advisor Solutions's SIC: 62,628
What is Congress Wealth Advisor Solutions's NAICS code?
Congress Wealth Advisor Solutions's NAICS: 52,523
How many employees does Congress Wealth Advisor Solutions have?
Congress Wealth Advisor Solutions has 51-200 employees
What industry does Congress Wealth Advisor Solutions belong to?
Congress Wealth Advisor Solutions is in the industry of: Finance, Business Services, Securities Trading
What is Congress Wealth Advisor Solutions competition?
Congress Wealth Advisor Solutions top competitors include: Pinnacle Advisor Solutions, Beacon Financial Partners, The Investment Counsel, Greenwood Capital Associates
How do I contact Congress Wealth Advisor Solutions?
Congress Wealth Advisor Solutions contact info: Phone number: (617) 428-7600 Website: www.congresswealthadvisorsolutions.com
What does Congress Wealth Advisor Solutions do?

CW Advisor Solutions provides customized investment management and practice management solutions specifically designed for independent financial advisors aiming to grow their businesses. The company emphasizes the importance of the independent advisor model, allowing firms to maintain complete control and independence while leveraging resources thr... ough strategic partnerships. Services offered include continuity succession planning, operational management, and compliance support, aimed at assisting advisors in achieving their unique goals. With over a decade of experience, CW Advisor Solutions is dedicated to supporting advisors across the nation.Read More

What are Congress Wealth Advisor Solutions social media links?
Congress Wealth Advisor Solutions Linkedin page
Is Congress Wealth Advisor Solutions a public company?
Congress Wealth Advisor Solutions is private company therefore does not currently have an official ticker symbol
See more information about Congress Wealth Advisor Solutions

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