Cl Wealth Management LLC
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About this Advisor
Shannon Shehorn is a certified financial planner operating in New York, New York, who has 38 years of work experience. Shehorn is an advisor for Cl Wealth Management LLC. The advisor has gained experience at Insurance, Allied Beacon Partners, Cl Wealth Management LLC and Cabot Lodge Securities. Shehorn holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Cl Wealth Management LLC is a business that has its headquarters in New York, New York. The investment advisory business has offices in 46 locations and a total of 51 financial advisors. It has $222 million in total assets between its 1,403 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,403 customer accounts, just 4% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees are based on which services the firm provides the client. Fee types billed by Cl Wealth Management LLC most likely include some blend of 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
Shannon Shehorn Work History
Shannon has 38 years of experience.
Cabot Lodge Securities
Cl Wealth Management LLC
Allied Beacon Partners
Shannon Shehorn has disclosures.
Please visit their SEC profile for more details.