Mark
Wiacek
Cl Wealth Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Wiacek is a financial advisor who works in San Marino, California who has 6 years of relevant experience. Wiacek is an employee of Cl Wealth Management LLC. Throughout their career, Wiacek has worked at Mark Wiacek / Self Employed Notary, Tweed Financial Services, Concorde Investment Services, LLC, Concorde Asset Management, Cl Wealth Management LLC, Cabot Lodge Securities LLC, Independent Financial Group and Tri-Star Financial. Wiacek maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in California. Cl Wealth Management LLC is a financial advisory company based out of New York, NY. The firm has offices in 45 locations and a total of 46 people on staff. It handles $475 million in total assets between its 1,999 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,999 client accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides 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. Fees charged by financial advisors depend on which services are provided. However, fee types billed by Cl Wealth Management LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Mark Wiacek Work History
Mark has been registered as a financial advisor for 6 years.*
Cl Wealth Management LLC
Cabot Lodge Securities LLC
Independent Financial Group
Tri-Star Financial
Cl Wealth Management LLC
Cabot Lodge Securities LLC
Concorde Asset Management
Tweed Financial Services
Concorde Investment Services, LLC
Mark Wiacek / Self Employed Notary
*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 Mark Wiacek 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
