Cl Wealth Management LLC
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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
Years of Experience
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Cl Wealth Management 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Dennis Mesward Work History
Dennis has 15 years of experience.
Cabot Lodge Securities
Girard Securities, Inc
Allied Beacon Partners, Inc
Qa3 Financial Corp
Qa3 Financial LLC
Dennis Mesward has disclosures.
Please visit their SEC profile for more details.