Steven
Kronethal
Cl Wealth Management LLC
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About this Advisor
Steven Kronethal is a financial advisor who works in New York, New York with a total of 2 years of industry experience. Kronethal is an advisor for Cl Wealth Management LLC. During their career, Kronethal has held roles at Allied Beacon Partners, Cl Wealth Management LLC and Cabot Lodge Securities. Kronethal maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Cl Wealth Management LLC is a company that has its headquarters in New York, NY. The investment advisory business has offices in 45 locations and a total of 46 advisors. It has $475 million in assets among its 1,999 client accounts, placing it among the larger firms in the nation by assets under management. Of its 1,999 client accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cl Wealth Management LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees largely vary depending on the services. However, fees charged by Cl Wealth Management LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cl Wealth Management LLC Brokerage Details
$474,892,271
46
1,999
$237,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Kronethal Work History
Steven has been registered as a financial advisor for 2 years.*
Cl Wealth Management LLC
Cabot Lodge Securities
Allied Beacon Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Kronethal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cl Wealth Management LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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