David
Winfrey
Cl Wealth Management LLC
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About this Advisor
David Winfrey is a financial advisor working out of Bend, Oregon with 2 years of relevant experience. Winfrey currently works for Cl Wealth Management LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Ifs Securities Inc, Sb Advisory, LLC, Cabot Lodge Securities, LLC and Cl Wealth Management LLC. Winfrey maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Oregon. Cl Wealth Management LLC is a company that has its headquarters in New York, NY. It has offices in 45 locations and a total of 46 advisors. It controls $475 million in assets across its 1,999 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,999 client accounts, 17% are held by high-net-worth clients who have at least $1 million in investable assets. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on the services offered. Fees billed by Cl Wealth Management LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cl Wealth Management LLC Brokerage Details
$474,892,271
46
1,999
$237,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Winfrey Work History
David has been registered as a financial advisor for 2 years.*
Cl Wealth Management LLC
Cabot Lodge Securities, LLC
Ifs Securities Inc
Sb Advisory, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Merrill Lynch, Pierce, Fenner And Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Winfrey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cl Wealth Management LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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