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WILLIAM JOSEPH D'AGOSTINO JR
BILL DAGOSTINO JR, WILLIAM J DAGOSTINO, WILLIAM JOSEPH DAGOSTINO JR
CRD#: 2921954
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Investment Adviser
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Previous Broker
CW ADVISORS, LLCCRD#: 310873 271 WAVERLEY OAKS ROAD
SUITE 200
WALTHAM, MA 02452
Registration History
199820002002200420062008201020122014201620182020202220242026IACW ADVISORS, LLC (CRD# 310873)2025 - Present (<1 year)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2012 - 2024 (11 years)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)1997 - 2012 (14 years)BIDS LIFE INSURANCE COMPANY (CRD# 6321)1997 - 2006 (8 years)IAASPIRE WEALTH MANAGEMENT CORPO... (CRD# 160779)2012 - 2025 (12 years)IAAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2009 - 2012 (3 years)
License(s)

State Registrations

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Massachusetts 1/2/2025

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Texas 1/2/2025

Current Registration(s)
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CW ADVISORS, LLC (CRD#:310873)
271 WAVERLEY OAKS ROAD SUITE 200, WALTHAM, MA 02452
Registered with this firm since 1/2/2025

Previous Registration(s)
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07/30/2012 - 01/16/2025 ASPIRE WEALTH MANAGEMENT CORPORATION (CRD#:160779) WALTHAM, MA
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07/13/2012 - 01/03/2024 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) WALTHAM, MA
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07/06/2009 - 07/23/2012 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) WALTHAM, MA
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08/20/1997 - 07/23/2012 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) WALTHAM, MA
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08/20/1997 - 07/03/2006 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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Broker
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Investment Adviser
Disclosures
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