Eric T. Lanshe

CW ADVISORS

WEST CHESTER, PA

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CRD#: 2619283

Professional summary

Eric Todd Lanshe, who also goes by Eric T Lanshe, Eric Lanshe, is a registered financial advisor currently at CW ADVISORS, LLC located in West Chester, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Eric has worked at 13 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric T Lanshe | Eric Lanshe

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-CAPITAL MGMT. SVCS., INC.; WAYNE, PA; RIA; CORPORATION; SVC. DESCRIPTION: WEALTH MANAGEMENT; DBA NAME: CMS WEALTH MGMT., START DATE: 5/2/2011; TITLE: SR. PORTFOLIO ANALYST; DUTIES: WEALTH MGMT., ADVISORY SVCS., FINANCIAL PLANNING; 100% TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Todd Lanshe'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®

None

Experience

Current

August 1, 2025 - Present

CW ADVISORS, LLC

RIA

CRD#: 310873

WEST CHESTER, PA

Past

January 30, 2014 - August 6, 2025

CMS WEALTH MANAGEMENT

RIA

CRD#: 105903

WAYNE, PA

Past

July 21, 2011 - August 6, 2025

APW CAPITAL, INC.

CRD#: 43814

WAYNE, PA

Past

June 22, 2010 - May 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WAYNE, PA

Past

June 19, 2010 - May 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WAYNE, PA

Past

March 27, 2008 - July 8, 2008

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

LANSDALE, PA

Past

March 27, 2008 - July 8, 2008

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

LANSDALE, PA

Past

September 18, 2007 - March 19, 2008

NEWPORT CAPITAL GROUP, LLC

RIA

CRD#: 144442

RED BANK, NJ

Past

April 24, 2006 - March 18, 2008

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

EL SEGUNDO, CA

Past

March 16, 2006 - March 18, 2008

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

July 6, 2005 - December 31, 2005

ENSEMBLE FINANCIAL SERVICES, INC.

RIA

CRD#: 17443

PITTSFORD, NY

Past

July 6, 2005 - March 15, 2006

ENSEMBLE FINANCIAL SERVICES, INC.

CRD#: 17443

PITTSFORD, NY

Past

February 23, 2004 - January 31, 2005

ENSEMBLE FINANCIAL SERVICES, INC.

CRD#: 17443

PITTSFORD, NY

Past

April 11, 2003 - March 7, 2006

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 119284

YARDLEY, PA

Past

September 10, 2001 - March 21, 2006

CPA INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 108317

YARDLEY, PA

Past

June 27, 2001 - April 3, 2003

COMPREHENSIVE INVESTMENT SOLUTIONS INC

RIA

CRD#: 107055

YARDLEY, PA

Past

January 20, 1998 - February 25, 2003

F.J. MORRISSEY & CO., INC.

CRD#: 2828

PHILADELPHIA, PA

Past

February 14, 1996 - May 31, 1996

NF CLEARING, INC.

CRD#: 14285

PHILADELPHIA, PA

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

Pennsylvania
(8/1/2025)

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

IAR

Series 65

Date: 2/12/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 1/4/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 2/13/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/18/2006

Registered Options 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

Eric T. Lanshe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Todd Lanshe's CRS (Customer Relationship Summary).

Certified licenses

Experience

CMS WEALTH MANAGEMENT

APW CAPITAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

NEWPORT CAPITAL GROUP, LLC

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

ENSEMBLE FINANCIAL SERVICES, INC.

ENSEMBLE FINANCIAL SERVICES, INC.

ENSEMBLE FINANCIAL SERVICES, INC.

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

CPA INVESTMENT SOLUTIONS, LLC

COMPREHENSIVE INVESTMENT SOLUTIONS INC

F.J. MORRISSEY & CO., INC.

NF CLEARING, INC.

Primary Firm SEC Registration

CW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2001

Series 63

Date: 3/27/1996

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 1/4/2000

Series 7

Date: 2/13/1996

Series 4

Date: 9/18/2006

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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