Malcolm
Warneford-Thomson

Cl Wealth Management LLC

CRD#4802657
Investment Advisor
in New York, NY
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About this Advisor

Malcolm Warneford-Thomson is a certified financial planner who works out of New York, New York, who has been in the industry for 14 years. Warneford-Thomson is an advisor for Cl Wealth Management LLC. Warneford-Thomson has gained experience at Anderson & Strudwick Inc, Capitol Securities, Allied Beacon Partners, Cl Wealth Management LLC, Cabot Lodge Securities and Warneford Wealth Management LLC. Warneford-Thomson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Cl Wealth Management LLC is a registered investment firm operating in New York, New York. The company has offices in 46 locations and a total of 51 employees. It oversees $222 million in total assets across its 1,403 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,403 client accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. The company has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on the type of services. Fee types charged by Cl Wealth Management LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Malcolm Warneford-Thomson Work History

Malcolm has 14 years of experience.

2014 - Present (5 years)

Warneford Wealth Management LLC

2013 - 2013 (0 years)

Allied Beacon Partners

2013 - Present (6 years)

Cl Wealth Management LLC

2013 - Present (6 years)

Cabot Lodge Securities

2009 - 2012 (3 years)

Capitol Securities

2004 - 2009 (5 years)

Anderson & Strudwick Inc

Disclosures

Malcolm Warneford-Thomson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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