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David Winfrey
from Cl Wealth Management LLC
David Winfrey is a financial advisor based in New York, New York,
with 14 years of experience. David currently works for
Cl Wealth Management LLC.
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Winfrey works at Cl Wealth Management LLC
Cl Wealth Management LLC is a financial advisory firm based in New York, New York. It currently has approximately $243,640,162 of assets under management and employs about 46 people. Cl Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and third party advisory fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and third party advisory fees
Office location
425 N. Martingale Rd., Suite 1220, New York, New York, 60173
Advisor can help with
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