Lambert
Hermelink

Cl Wealth Management LLC

CRD#243918
Investment Advisor
in New York, NY
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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

Series 63, Chartered Financial Consultant

Years of Experience

38 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

No

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

Lambert Hermelink Work History

Lambert has 38 years of experience.

2013 - Present (6 years)

Cabot Lodge Securities

2011 - Present (8 years)

Cl Wealth Management LLC

2003 - Present (16 years)

Strategic Advantage Financial

1993 - Present (26 years)

Hermelink-Bailey Group, LTD

1980 - Present (39 years)

Self-Bert Hermelink, Clu, Chfc

2011 - 2011 (< 1 year)

Girard Securities, Inc

2011 - 2013 (2 years)

Allied Beacon Partners

2005 - 2011 (6 years)

Qa3 Financial Corp

2005 - 2011 (6 years)

Qa3 Financial LLC

Disclosures

Lambert Hermelink has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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