David
Lakis
Cl Wealth Management LLC
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About this Advisor
David Lakis is a financial advisor based out of Fort Pierce, Florida who has 1 year of industry experience. Lakis is an advisor for Cl Wealth Management LLC. Over the course of their career, Lakis has held roles at Harbour Investments, Inc, Lakis Investments Inc, Packerland Brokerage Services, Ifs Securities (Crd# 40375), Sb Advisory, LLC, Cl Wealth Management LLC and Cabot Lodge Securities, LLC. Lakis maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Florida and Wisconsin. Cl Wealth Management LLC is a company that has its headquarters in New York, NY. The firm has offices in 45 locations and a total of 46 people on staff. It has $475 million in assets under management across its 1,999 accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,999 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets. The business offers 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 advice typically vary depending on which services are provided. Fee types billed by Cl Wealth Management LLC likely are comprised of some 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
David Lakis Work History
David has been registered as a financial advisor for 1 years.*
Cl Wealth Management LLC
Cabot Lodge Securities, LLC
Lakis Investments Inc
Ifs Securities (Crd# 40375)
Sb Advisory, LLC
Packerland Brokerage Services
Harbour Investments, 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 David Lakis 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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