RL
Robert D. Len
CW ADVISORS
Fairfax, VA 22033
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CRD#: 2847676
RL
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Len
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
CRS (Client Relationship Summary) - RIA
Click below to view Robert David Len'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®
NoneExperience
Current
May 1, 2025 - Present
CW ADVISORS, LLC
Office #1: 12701 Fair Lakes Circle Suite 220, Fairfax, VA 22033RIA
CRD#: 310873
Fairfax, VA
Past
April 7, 1998 - May 2, 2025
WOLF GROUP CAPITAL ADVISORS
RIA
CRD#: 111647
FAIRFAX, 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
Virginia(5/1/2025)
Current Firm
CA
CW ADVISORS, LLC
CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC
CRD#: 310873 / SEC#: 801-119667
RIA
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
