Nathaniel David Robinson
Investment Adviser Representative at CW Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathaniel David Robinson is an investment adviser representative with CW Advisors, LLC in Midlothian, VA, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Campbell Wealth Management, Inc. and CG Advisory Services. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Colorado Springs SwitchbacksNov 2015 – Jan 2017Colorado Springs, CO
- CG Advisory ServicesNov 2016 – Jan 2023Richmond, VA
- Campbell Wealth Management, Inc.Feb 2023 – Aug 2024Alexandria, VA
- CW Advisors, LLCOct 2024 – no end date reportedMidlothian, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CW Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, financial planning, and investment solutions, including personalized strategies built around individual goals and needs.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 88
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Boston, MA
- SEC file number:
- 801-119667
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at CW Advisors, LLC
Showing 12 of 88 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathaniel David Robinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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