Joseph J. Macellara

CW ADVISORS

Basking Ridge, NJ 07920-2628

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CRD#: 1070012

Professional summary

Joseph John Macellara, CFP® is a registered financial advisor currently at CW ADVISORS, LLC located in Basking Ridge, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Joseph has worked at 6 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

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) 37 Stonehouse LLC; Not investment-related; 37 Stonehouse Road, Basking Ridge, NJ 07920; Real estate; Partner; 01/01/2017; 1 hour per month; 0 during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Macellara's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

March 24, 2025 - Present

CW ADVISORS, LLC

Office #1: 37 Stonehouse Road, Basking Ridge, NJ 07920-2628

RIA

CRD#: 310873

Basking Ridge, NJ

Past

August 13, 2013 - March 27, 2025

DELTA FINANCIAL GROUP, INC.

RIA

CRD#: 107399

BASKING RIDGE, NJ

Past

June 13, 1991 - November 21, 1995

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

June 1, 1988 - June 20, 1991

ZOCH & ZOCH FINANCIAL GROUP, INC.

CRD#: 17735

Past

January 20, 1986 - May 20, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 29, 1982 - November 26, 1985

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

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".

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

New Jersey
(3/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/14/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/20/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/29/1993

General Securities Principal Examination

Current Firm

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CW ADVISORS WRAP FEE PROGRAM (9/9/2025)

CW ADVISORS ADV PART 2A (9/9/2025)

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	Cover Page	Report
07/02/2024	Cover Page	Report
09/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Joseph J. Macellara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Macellara's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELTA FINANCIAL GROUP, INC.

SECURITIES AMERICA, INC.

ZOCH & ZOCH FINANCIAL GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

CW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/14/1986

Series 7

Date: 11/20/1982

Series 24

Date: 11/29/1993

Current Firm

CW ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CW ADVISORS, LLC

TRUST BUT VERIFY

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