BM
Brian Macellara
CW ADVISORS
Basking Ridge, NJ 07920-2628
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CRD#: 8031615
BM
Professional summary
Brian Macellara is a registered financial advisor currently at CW ADVISORS, LLC located in Basking Ridge, New Jersey.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brian has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Macellara'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
March 28, 2025 - Present
CW ADVISORS, LLC
Office #1: 37 Stonehouse Road, Basking Ridge, NJ 07920-2628RIA
CRD#: 310873
Basking Ridge, NJ
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
New Jersey(3/28/2025)
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)Upgrade to AdvisorCheck Premium
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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.
