Our Chief Compliance Officer has put together a summary of the fiduciary advice exemption PTE 2020-02 for our own Wealth Managers. PTE 2020-02 provides an exemption from the prohibited transaction... read more →
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CW Advisor Solutions (CWAS) is a division of CW Advisors, LLC (CWA), which is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. For additional information, please visit the Investment Adviser Public Disclosure website by searching with CWA's CRD #310873. Investment Advisory services are offered and rendered through CWA. CWA acquired Pinnacle Advisory Group, Inc. (Pinnacle) on April 30, 2021.
CW Advisor Solutions (CWAS) is a division of CW Advisors, LLC (CWA), which is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. For additional information, please visit the Investment Adviser Public Disclosure website by searching with CWA's CRD #310873. Investment Advisory services are offered and rendered through CWA. CWA acquired Pinnacle Advisory Group, Inc. (Pinnacle) on April 30, 2021.