Unclaimed Profile

Roger Farrell Leibowitz

CL WEALTH MANAGEMENT LLC·SCHAUMBURG, Illinois

SIE, Series 7, Series 24, Series 27, Series 28, Series 66, Series 99TOClean record20 years registeredCL WEALTH MANAGEMENT LLC

425 N. MARTINGALE RD., SCHAUMBURG, IL 60173CRD# 2536523Firm CRD# 134922

Profile Verification

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

Identity

Roger Farrell Leibowitz · SCHAUMBURG, IL

Registration

CRD #2536523 · CL WEALTH MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

WORLD EQUITY GROUP, INC.

Jun 2021 – present

CL WEALTH MANAGEMENT LLC

Nov 2011 – present

CBS ADVISORS, LLC

May 2006 – Dec 2009

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 28

Series 66

Series 99TO

Registration record

First registered · May 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CL WEALTH MANAGEMENT LLC

CRD 134922 · SEC 801-72701

AUM

$533M

Regulatory assets under management

Employees

2,003 client accounts

Services offered by CL WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CL WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Roger Farrell Leibowitz offer?

Roger Farrell Leibowitz specializes in Financial Planning, Investment Management. Contact their office in SCHAUMBURG, Illinois for a consultation.

What are Roger Farrell Leibowitz's credentials?

Roger Farrell Leibowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger Farrell Leibowitz located?

Roger Farrell Leibowitz is based in SCHAUMBURG, Illinois, working with CL WEALTH MANAGEMENT LLC. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.

How does Roger Farrell Leibowitz charge for services?

Roger Farrell Leibowitz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CL WEALTH MANAGEMENT LLC?

CL WEALTH MANAGEMENT LLC has approximately 44 employees and manages $533M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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