Cl Wealth Management LLC
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About this Advisor
Warren Goodroad is a certified financial planner whose office is in New York, New York. Currently a registered investment advisor at Cl Wealth Management LLC, Goodroad has 16 years of practice as an investment advisor. Goodroad has a Series 63 license, qualifying them as a securities broker. Goodroad can act as an advisor in Minnesota. During their career, Goodroad has held roles at Workman Securities Corp, Allied Beacon Partners, Inc, Allied Beacon Wealth Management, LLC and Cabot Lodge Securities. Cl Wealth Management LLC is located in New York, New York, and operates out of 46 other brick-and-mortar locations in the nation. As a registered investment advisory firm, Cl Wealth Management LLC oversees $222 million in assets throughout 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, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Cl Wealth Management LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include 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
Warren Goodroad Work History
Warren has 16 years of experience.
Cabot Lodge Securities
Allied Beacon Wealth Management, LLC
Allied Beacon Partners, Inc
Workman Securities Corp
Warren Goodroad has no disclosures.
Please visit their SEC profile for more details.