Cl Wealth Management LLC

Investment Advisor
in New York, NY
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About this Advisor

William Boscow is an advisor whose office is in New York, New York. Currently a registered financial advisor at Cl Wealth Management LLC, Boscow has 10 years of work experience in the financial advisory industry. Boscow maintains Series 63 and Series 66 licenses, designating them as a securities representative. Boscow is registered to operate based out of Illinois. Over the course of their career, Boscow has held roles at Achaean Financial, Pacer Financial, Inc, Morningstar, Pacer Advisors, Inc, Wealth Financial Advisory Services, LLC, United Advisors, Sgl Financial, LLC, Cabot Lodge Securities LLC and Cl Wealth Management LLC. Cl Wealth Management LLC is headquartered in New York, New York, and has 46 offices in the nation. Overall, Cl Wealth Management LLC manages $222 million in assets throughout 1,403 accounts and employs more than 51 people. The amount of assets the firm manages makes it one of the mid-sized financial advisory firms in the United States. The firm manages 1,269 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Cl Wealth Management LLC can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

10 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

William Boscow Work History

William has 10 years of experience.

2018 - Present (1 year)

Cabot Lodge Securities LLC

2018 - Present (1 year)

Cl Wealth Management LLC

2017 - 2018 (1 year)

Achaean Financial

2017 - 2017 (< 1 year)

Wealth Financial Advisory Services, LLC

2017 - 2017 (< 1 year)

Sgl Financial, LLC

2016 - 2016 (< 1 year)

Pacer Financial, Inc

2016 - 2016 (< 1 year)

Pacer Advisors, Inc

2016 - 2017 (1 year)

United Advisors

2010 - 2016 (6 years)


2008 - 2010 (2 years)

Achaean Financial


William Boscow has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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