Nathaniel D. Robinson

CW ADVISORS

MIDLOTHIAN, VA

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CRD#: 6336837

Professional summary

Nathaniel David Robinson, CFP®, who also goes by Nathan David Robinson, is a registered financial advisor currently at CW ADVISORS, LLC located in Midlothian, Virginia.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathaniel has worked at 3 firms and has passed the Series 63, Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan David Robinson

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.CG Financial Services, 9100 Arboretum Pkwy. Suite 300, Richmond, VA, DBA for investment advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel David Robinson'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

Start date: 2022

Experience

Current

October 7, 2024 - Present

CW ADVISORS, LLC

RIA

CRD#: 310873

MIDLOTHIAN, VA

Past

March 7, 2023 - August 8, 2024

CAMPBELL WEALTH MANAGEMENT, INC.

RIA

CRD#: 152956

ALEXANDRIA, VA

Past

November 16, 2016 - November 15, 2023

CG ADVISORY SERVICES

RIA

CRD#: 110929

Richmond, 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".

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
(10/7/2024)

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: 8/19/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/20/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/5/2024

Securities Industry Essentials 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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Nathaniel D. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel David Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CW ADVISORS, LLC

CAMPBELL WEALTH MANAGEMENT, INC.

CG ADVISORY SERVICES

Primary Firm SEC Registration

CW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/19/2024

Series 65

Date: 11/20/2014

SIE

Date: 7/5/2024

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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