Cl Wealth Management LLC
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About this Advisor
Lamindy Brandon-Joseph is a certified financial planner based in New York, New York. Currently a registered financial advisor at Cl Wealth Management LLC, they have accumulated 13 years of work experience in the financial advisory industry. Brandon-Joseph holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Brandon-Joseph can operate based out of New Jersey and Texas. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Pointe Capital, Inc, Allied Beacon Partners, Cl Wealth Management LLC, Jhs Capital Advisors and Cabot Lodge Securities. Cl Wealth Management LLC is headquartered in New York, New York, and has 46 other offices in the nation. In aggregate, Cl Wealth Management LLC oversees $222 million in assets dispersed across 1,403 client accounts and retains more than 51 people. The amount of assets the firm manages places it among the mid-sized investment 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 firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Cl Wealth Management LLC provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients 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
Lamindy Brandon-Joseph Work History
Lamindy has 13 years of experience.
Cabot Lodge Securities
Allied Beacon Partners
Cl Wealth Management LLC
Pointe Capital, Inc
Jhs Capital Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Lamindy Brandon-Joseph has no disclosures.
Please visit their SEC profile for more details.