Michael
Lerner

Cwm, LLC

CRD#2627709
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

11440 West Bernardo Court, Suite 290
San Diego, CA 92127

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Cwm, LLC Brokerage Details

Total Assets Under Management

$5,106,532,308

CA Average: $1,978,216,465
Total Number of Employees

343

CA Average: 226
Total Number of Accounts

24,247

CA Average: 7,467
Average Account Size

$210,605

CA Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Lerner Work History

Michael has 20 years of experience.

2017 - Present (2 years)

Cetera Advisor Networks LLC

2016 - Present (3 years)

Cwm, LLC

2011 - Present (8 years)

Nautica Wealth Advisors

1998 - Present (21 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

1998 - 2011 (13 years)

Michael Jay Lerner

Disclosures

Michael Lerner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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