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JK

Jude A. Kotarides

CW ADVISORS
HAVRE DE GRACE, MD
Some features on this profile are disabled
CRD#: 4485021
JK

Professional summary

Jude Arthur Kotarides is a registered financial advisor currently at CW ADVISORS, LLC located in Havre De Grace, Maryland.

Jude is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jude has worked at 2 firms .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jude Arthur Kotarides'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

October 25, 2023 - Present

CW ADVISORS, LLC

RIA
CRD#: 310873
HAVRE DE GRACE, MD
Past

January 1, 2002 - December 31, 2023

ALLIANT FINANCIAL MANAGEMENT, INC.

RIA
CRD#: 118000
HAVRE DE GRACE, MD

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
Maryland
(10/25/2023)

Exams

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CW ADVISORS ADV PART 2A (11/21/2025)
CW ADVISORS WRAP FEE PROGRAM (9/9/2025)

Regulatory assets under management

Total Number of Accounts12,836
AUM (Assets Under Management)$ 9,301,984,860

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

CW ADVISORS, LLC

CRD#: 310873Havre De Grace, MD

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