Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: CW Advisors LLC
  • Street Address: 155 Seaport Blvd
  • City: Boston
  • State, or Country if outside the US: MA
  • Zip Code: 02210

Submitted By

  • Name: Candace Cavalier
  • Title: Chief Compliance Officer
  • Firm name (if different than entity):
  • Telephone Number: (617) 428-7600
  • Email Address: ccavalier@cwadvisorsgroup.com
  • Relationship to entity whose information was compromised: Employee

Breach Information

  • Total number of persons affected (including residents): --
  • Total number of Maine residents affected: 7
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: June 03, 2025
  • Date Breach Discovered: July 14, 2025
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with:

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: August 13, 2025
  • Copy of notice to affected Maine residents: CW_Advisors_-_Notice_of_Data_Event_-_ME.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: 12 months of credit monitoring