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About this Advisor
Michael Lerner is a certified financial planner who is based in San Diego, California. Currently a registered investment advisor with Cwm, LLC, they have accumulated 20 years of professional experience in the financial advisory industry. Lerner maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Lerner can operate based out of California and Texas. Throughout their career, they have worked at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Michael Jay Lerner, Nautica Wealth Advisors, Cetera Advisor Networks LLC and Cwm, LLC. Cwm, LLC is headquartered in San Diego, California, and has 76 additional offices throughout the United States. In total, Cwm, LLC oversees $5 billion in assets throughout 24,247 accounts and retains more than 343 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 24,212 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Cwm, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Lerner Work History
Michael has 20 years of experience.
Cetera Advisor Networks LLC
Nautica Wealth Advisors
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Michael Jay Lerner
Michael Lerner has no disclosures.
Please visit their SEC profile for more details.