Unclaimed Profile

Morris Antoine Boladian

CML WEALTH MANAGEMENT, LLC·BREA, California

SIE, Series 6, Series 7, Series 62, Series 63, Series 65CFP24 years registeredCML WEALTH MANAGEMENT, LLC

135 S. STATE COLLEGE BLVD., BREA, CA 92821CRD# 2594302Firm CRD# 224516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Morris Antoine Boladian · BREA, CA

Registration

CRD #2594302 · CML WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CML WEALTH MANAGEMENT, LLC

CML WEALTH MANAGEMENT, LLC

Jul 2015 – Sep 2021

BREA, CA

LPL FINANCIAL LLC

Apr 2002 – Sep 2016

BREA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 62

Series 63

Series 65

Registration record

First registered · April 4, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2011Customer Dispute·Settled

2010Customer Dispute·Settled

2004Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CML WEALTH MANAGEMENT, LLC

CRD 224516 · SEC 801-100467

AUM

$183M

Regulatory assets under management

Employees

426 client accounts

Services offered by CML WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CML WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Morris Antoine Boladian offer?

Morris Antoine Boladian specializes in Financial Planning, Investment Management.

What are Morris Antoine Boladian's credentials?

Morris Antoine Boladian holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Morris Antoine Boladian located?

Morris Antoine Boladian is based in BREA, California, last registered with CML WEALTH MANAGEMENT, LLC.

How does Morris Antoine Boladian charge for services?

Morris Antoine Boladian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CML WEALTH MANAGEMENT, LLC?

CML WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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