Dennis
Mesward

Cl Wealth Management LLC

CRD#2747954
Investment Advisor
in New York, NY
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About this Advisor

Dennis Mesward is a certified financial planner whose office is in New York, New York. Currently an investment advisor with Cl Wealth Management LLC, they have accumulated 15 years of professional experience. Mesward maintains a Series 63 license, which certifies them as a securities broker. Mesward can operate based out of Colorado and Texas. Over the course of their career, Mesward has held roles at Qa3 Financial Corp, Qa3 Financial LLC, Girard Securities, Inc, Allied Beacon Partners, Inc and Cabot Lodge Securities. Cl Wealth Management LLC is based out of New York, New York, and has 46 additional brick-and-mortar locations in the country. In total, Cl Wealth Management LLC manages $222 million in assets throughout 1,403 accounts and retains more than 51 people. The level of assets currently under the firm's management places it among the mid-sized firms in the United States. The firm manages 1,269 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Cl Wealth Management LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

200 Vesey Street 24Th Floor
New York, NY 10281

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Cl Wealth Management LLC Brokerage Details

Total Assets Under Management

$242,852,759

NY Average: $7,464,549,021
Total Number of Employees

52

NY Average: 88
Total Number of Accounts

1,618

NY Average: 3,892
Average Account Size

$150,094

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Dennis Mesward Work History

Dennis has 15 years of experience.

2013 - Present (6 years)

Cabot Lodge Securities

2011 - 2011 (< 1 year)

Girard Securities, Inc

2011 - 2013 (2 years)

Allied Beacon Partners, Inc

2003 - 2011 (8 years)

Qa3 Financial Corp

2003 - 2011 (8 years)

Qa3 Financial LLC

Disclosures

Dennis Mesward has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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