Dennis
Mesward

Cl Wealth Management LLC

CRD#2747954
Investment Advisor
in New York, NY

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About this Advisor

Dennis Mesward is a certified financial planner operating out of New York, New York with a total of 12 years of industry experience. Mesward is an advisor for Cl Wealth Management LLC. Their career trajectory has included roles at Allied Beacon Partners, Inc and Cabot Lodge Securities. Mesward has a Series 63 license, designating them as a securities agent, and is registered to advise clients in Colorado and Texas. Cl Wealth Management LLC is a registered investment 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 handles $475 million in assets under management between its 1,999 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,999 accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. The firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on the type of services. However, fee types billed by Cl Wealth Management LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

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

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

$474,892,271

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

46

NY Average: 88
Total Number of Accounts

1,999

NY Average: 3,892
Average Account Size

$237,565

NY Average: $1,917,921

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

Dennis Mesward Work History

Dennis has been registered as a financial advisor for 12 years.*

2013 - Present (11 years)

Cabot Lodge Securities

2011 - 2013 (2 years)

Allied Beacon Partners, Inc

*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 Dennis Mesward 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

Andre Williams
New York, NY
Thomas Davis
New York, NY
Elana Feigenblatt
New York, NY
Stuart Epley
New York, NY
Lamindy Brandon-Joseph
New York, NY
Craig Johnson
New York, NY
Steven Kronethal
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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