Joe
Murray

Cl Wealth Management LLC

CRD#2180209
Investment Advisor
in New York, NY

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About this Advisor

Joe Murray is a financial advisor working in New York, New York. Murray is an advisor for Cl Wealth Management LLC. Their career trajectory has included roles at Ifs Securities, Inc, Cabot Lodge Securities LLC, Cl Wealth Management LLC, J.W. Cole Advisors, Inc and J.W. Cole Financial, Inc. Murray holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Arkansas, California, Missouri and Oklahoma. Cl Wealth Management LLC is a registered investment firm operating out of New York, NY. The investment advisory business has offices in 45 locations and a total of 46 people on staff. It manages $475 million in total assets across its 1,999 client accounts, making it one of the larger firms in the United States by assets under management. Of its 1,999 client accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a broad range 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 management largely are based on which service is provided. Fee types charged by Cl Wealth Management LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

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

$474,892,271

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

46

NY Average: 88
Total Number of Accounts

1,999

NY Average: 3,892
Average Account Size

$237,565

NY Average: $1,917,921

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

Joe Murray Work History

Joe has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Cabot Lodge Securities LLC

2023 - Present (1 year)

Cl Wealth Management LLC

2019 - 2022 (3 years)

J.W. Cole Advisors, Inc

2019 - 2022 (3 years)

J.W. Cole Financial, Inc

2012 - 2019 (7 years)

Ifs Securities, 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 Joe Murray 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

Joe Murray
New York, NY
Steven Kronethal
New York, NY
Elana Feigenblatt
New York, NY
Andre Williams
New York, NY
Craig Johnson
New York, NY
Stuart Epley
New York, NY
Thomas Davis
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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