Robert
Waddell
Cl Wealth Management LLC
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About this Advisor
Robert Waddell is a financial advisor who works in Springdale, Arkansas with 6 years of relevant experience. Waddell is on the advisory team at Cl Wealth Management LLC. Over the course of their career, Waddell has held roles at First Independent Financial Services, Inc, Dba Waddell Wealth Management, Habitual Smokers Barbecue Team, First Independent Advisory Services, Inc, Robert Waddell, National Association Of Insurance And Financial Advisors--Naifa, Cl Wealth Management LLC, Cabot Lodge Securities LLC, Royal Alliance Associates, Inc, Wilbanks Securities, Inc and Wilbanks Securities Advisory. Waddell has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Arkansas and Florida. Cl Wealth Management LLC is a registered investment business based out of New York, NY. The company has offices in 45 locations and a total of 46 employees. It administers $475 million in total assets across its 1,999 client accounts, placing it among the bigger firms in the country by assets under management. Of its 1,999 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cl Wealth Management LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually vary depending on which service is provided. Fees charged by Cl Wealth Management LLC most likely consist of any combination 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
Robert Waddell Work History
Robert has been registered as a financial advisor for 6 years.*
Cl Wealth Management LLC
Cabot Lodge Securities LLC
Dba Waddell Wealth Management
National Association Of Insurance And Financial Advisors--Naifa
Robert Waddell
Habitual Smokers Barbecue Team
Wilbanks Securities, Inc
Wilbanks Securities Advisory
Royal Alliance Associates, Inc
First Independent Financial Services, Inc
First Independent Advisory Services, Inc
*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 Robert Waddell 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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