Stephen Pavey Meskan
Investment adviser representative at Cl Wealth Management LLC
15 yearsExperience
8 statesRegistered in
$733.6MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Meskan CapitalJan 2022 to now
- Cl Wealth Management LLCAug 2019 to now
- Cabot Lodge Securities LLCAug 2019 to now
- Purshe Kaplan Sterling Investments, IncNov 2017 to Aug 2019
- Fourstar Wealth Advisors, LLCNov 2017 to Apr 2018
- Feltl & CompanyOct 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, CO, FL, IL, MN, WI, WY).
Cl Wealth Management LLC
$733.6MAssets managed
2,168Clients
42Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2001506
- Firm CRD
- 134922