Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
22yrs
Sean Dillon is a fiduciary financial advisor in Boston, Massachusetts, with 22 years in the industry. Sean joined CW Advisors in 2023, after less than a year at Pinnacle Advisory Group and a year at Merrill. CW Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 69% of advisors in Boston
Office155 Seaport Blvd 3rd Floor, Boston, MA 02210
FirmCW Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.24 million
Advisors at the firm93
States licensed ?1 state
Services through CW Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCW Advisors, LLCCurrent firm
- Nov 2020 – May 2021Pinnacle Advisory Group, Inc.Previously
- Sep 2004 – Oct 2005MerrillPreviously
Contact Sean
(617) 428-7600CW Advisors main office 155 Seaport Blvd 3rd FloorBoston, MA 02210Office · Get directions LinkedIn pageCW Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sean
Tailored to Sean’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sean
How do I contact Sean?
Call CW Advisors at (617) 428-7600 and ask for Sean Dillon. Sean works from the Boston, MA office.
How long has Sean been a financial advisor?
Sean has been in the industry since 2004, about 22 years. More experience than 69% of advisors in Boston.
What licenses does Sean hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Sean a fiduciary?
Sean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sean paid?
CW Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sean for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Osbon Capital Management
47yrs
Top 1% by experience in Boston
UBS Financial Services
47yrs
Top 1% by experience in Boston