Cl Wealth Management LLC
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About this Advisor
Lambert Hermelink is a financial advisor who works out of New York, New York. Currently a registered advisor at Cl Wealth Management LLC, Hermelink has an impressive 38 years of professional experience. Hermelink maintains a Series 63 license, designating them as a securities representative. Hermelink can advise customers in Colorado. Throughout their career, they have worked at Self-Bert Hermelink, Clu, Chfc, Hermelink-Bailey Group, LTD, Qa3 Financial Corp, Qa3 Financial LLC, Strategic Advantage Financial, Girard Securities, Inc, Allied Beacon Partners, Cl Wealth Management LLC and Cabot Lodge Securities. Cl Wealth Management LLC is based out of New York, New York, and has 46 locations across the country. Overall, Cl Wealth Management LLC manages $222 million in assets across 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 financial advisory firms in the country. The firm manages 1,269 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $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
Lambert Hermelink Work History
Lambert has 38 years of experience.
Cabot Lodge Securities
Cl Wealth Management LLC
Strategic Advantage Financial
Hermelink-Bailey Group, LTD
Self-Bert Hermelink, Clu, Chfc
Girard Securities, Inc
Allied Beacon Partners
Qa3 Financial Corp
Qa3 Financial LLC
Lambert Hermelink has no disclosures.
Please visit their SEC profile for more details.