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Robert David Len

CW ADVISORS

Fairfax, VA

·CRD# 2847676·29 years experience

Professional Summary

Robert David Len, who also goes by Robert Len, is a registered financial advisor currently at CW ADVISORS, LLC located in Fairfax, Virginia. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Len

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

29 years in the financial services industry

Current & Past Employments

CW ADVISORS, LLC·CRD# 310873

RIA

12701 Fair Lakes Circle Suite 220, Fairfax, VA 22033

May 1, 2025 - Present

WOLF GROUP CAPITAL ADVISORS·CRD# 111647

RIA

Fairfax, VA

April 7, 1998 - May 2, 2025

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Current Firm

CA

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

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

Contact Information

Main Address

155 Seaport Blvd 3rd Floor, Boston, MA 02210

Phone Number

(617) 428-7600

# of Employees

152

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CW ADVISORS ADV PART 2A (8/26/2026)

CW ADVISORS WRAP FEE PROGRAM (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

23,756

AUM (Assets Under Management)

$15,224,527,279

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/22/2026	Cover Page	Report
10/23/2025	Cover Page	Report
07/02/2024	Cover Page	Report

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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.) NAME OF OBA: WESTMINSTER INGLESIDE FOUNDATION; ADDRESS OF OBA: ROCKVILLE, MD 20850; NATURE: BOARD OF DIRECTORS; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: THE BOARD HELPS MAKE SURE THAT THE FOUNDATION HAS CLEARLY; START DATE: 04/2020; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: ST. ANDREW'S EPISCOPAL CHURCH FINANCE COMMITTEE; ADDRESS OF OBA: ARLINGTON, VA 22207; NATURE: PREPARE ANNUAL BUDGET AND REVIEW FINANCIAL PERFORMANCE FOR THE CHURCH; INVESTMENT RELATED: NO; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: THE COMMITTEE PREPARES THE ANNUAL BUDGET FOR THE CHURCH VESTRY AND REGULARLY REVIEWS FINANCES AS COMPARED TO THE BUDGET; START DATE: 01/01/2010; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: GOLDEN JUBILEE TRUST - ST. ANDREW'S EPISCOPAL CHURCH; ADDRESS OF OBA: ARLINGTON, VA 22207; NATURE: ACT AS TRUSTEE FOR THIS ENDOWMENT THAT SUPPORTS CHURCH ACTIVITIES; INVESTMENT RELATED: YES; TITLE WITH OBA: TRUSTEE; DUTIES: OVERSEE THE INVESTMENT STRATEGY FOR THE FUNDS IN THE TRUST AND DETERMINE ANNUAL DISTRIBUTIONS TO SUPPORT CHURCH MINISTRIES; START DATE: 03/01/2022; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

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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 - SEC (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.

IAR

Virginia
(5/1/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 1997About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert David Len's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RL

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