Michael Joyce
CW ADVISORS | President
Richmond, VA 23230
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CRD#: 1047470
Professional summary
Michael Joyce, CFA, CFP® is a registered financial advisor currently at CW ADVISORS, LLC located in Richmond, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 2 firms and has passed the Series 65 exam.
Biography
Agili has been ranked by Worth magazine as one the 250 best financial advisors in the US five times. The firm has also been ranked as one of the top 150 best advisors for doctors by the trade magazine Medical Economics. Michael Joyce, founder and president, is Chairman Emeritus of NAPFA and is President of the NAPFA Consumer Education Foundation.
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Philanthropic services
Financial planning
Retirement planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Corporate Executives
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Bromley Partners, LLC; Investment-related; 1806 Summit Avenue, Richmond, VA. 23230; General Partner for MJA Special Opportunities Fund, LLC; Managing Member; Start date: 02/15/2016; Hours/month: 1; CW Advisors, LLC provides advisory services to MJA Special Opportunities Fund, LLC and will earn an annual fee for services provided. 2) Jesse C. Eisel Testamentary Trust; Investment-related; Trustee; Start date: 08/08/2019; Hours/month: 1; CW Advisors, LLC provides advisory services to Jesse C. Eisel Testamentary Trust and will earn an annual fee for services provided. 3) NAPFA Foundation; Not investment-related; 501(c)(3) charitable organization; Vice President of the Board, Chair of Development Committee; 8700 W Bryn Mawr Ave, Chicago, IL. 60631; Hours/month: 1; Assist foundation with strategy and growth efforts.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joyce's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
August 16, 2024 - Present
CW ADVISORS, LLC
Office #1: 1806 Summit Ave Suite 300, Richmond, VA 23230RIA
CRD#: 310873
Richmond, VA
Past
January 13, 2003 - August 28, 2024
AGILI, P.C.
RIA
CRD#: 107664
RICHMOND, VA
Past
May 12, 1993 - December 31, 2002
AGILI, P.C.
RIA
CRD#: 107664
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CW ADVISORS, LLC
CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC
CRD#: 310873 / SEC#: 801-119667
RIA
Registered Investment Advisory firm - (10/21/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/16/2024)
IAR
Virginia(8/16/2024)
Current Firm
CA
CW ADVISORS, LLC
CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC
CRD#: 310873 / SEC#: 801-119667
RIA
Registered Investment Advisory firm - (10/21/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd 3rd Floor, Boston, MA 02210
Mailing Address
Phone number
(617) 428-7600
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,836 |
| AUM (Assets Under Management) | $ 9,301,984,860 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 07/02/2024 | ||
| 09/20/2023 |
Red Flags
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Company Information
CW ADVISORS, LLC
PresidentCRD#: 310873Richmond, VA 23230TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
