Lamindy
Brandon-Joseph

Cl Wealth Management LLC

CRD#2591953
Investment Advisor
in New York, NY
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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

Series 66, Certified Financial Planner

Years of Experience

13 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

Lamindy Brandon-Joseph Work History

Lamindy has 13 years of experience.

2013 - Present (6 years)

Cabot Lodge Securities

2012 - 2013 (1 years)

Allied Beacon Partners

2012 - 2015 (3 years)

Cl Wealth Management LLC

2009 - 2009 (0 years)

Pointe Capital, Inc

2009 - 2012 (3 years)

Jhs Capital Advisors

2005 - 2009 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Lamindy Brandon-Joseph has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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