AdvisorOS Directory
Claim Profile
EV

Eli Verschleiser

CL WEALTH MANAGEMENT, LLC·NEW YORK, New York
Unclaimed Profile
44 WALL STREET, NEW YORK, NY 10005CRD# 6006914Firm CRD# 164963
01

About

Eli Verschleiser is a registered financial advisor based in NEW YORK, New York, affiliated with CL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CL WEALTH MANAGEMENT, LLC
CL WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6006914
Firm CRD# 164963
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Eli Verschleiser offer?
Eli Verschleiser specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.
What are Eli Verschleiser's credentials?
Eli Verschleiser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eli Verschleiser located?
Eli Verschleiser is based in NEW YORK, New York, working with CL WEALTH MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Eli Verschleiser charge for services?
Eli Verschleiser's firm is compensated through percentage of aum, subscription fees, commissions. 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 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW YORK
Gabriel Justin Riopel — ROOSEVELT MANAGEMENT COMPANY LLCWilliam Huyett — MIO PARTNERS, INC.Remy Briand — MSCI ESG RESEARCH LLCGlenn Mathew Shor — J.F. LEHMAN AND COMPANY LLCHarvey Wacht — SHUFRO, ROSE & CO., LLC
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)
City Guides
ROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile