Cl Wealth Management LLC

Investment Advisor
in New York, NY
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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

Series 63, Series 65, Certified Financial Planner

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



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


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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

Shannon Shehorn Work History

Shannon has 38 years of experience.

2013 - Present (6 years)

Cabot Lodge Securities

2011 - Present (8 years)

Cl Wealth Management LLC

2006 - 2013 (7 years)

Allied Beacon Partners

2005 - 2011 (6 years)



Shannon Shehorn has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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