Daniel Edward Peltier
Investment adviser representative at Cl Wealth Management LLC
11 yearsExperience
18 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
11 years in the industry.
- Cl Wealth Management LLCJan 2023 to now
- Cabot Lodge SecuritiesSep 2019 to now
- Ifs Securities, Inc.Jul 2018 to Aug 2019
- Sb Advisory, LLC.Apr 2017 to Jan 2023
- Ifs Securities, Inc.Apr 2017 to Oct 2017
- Raymond James & Associates IncAug 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 18 states (AL, AZ, GA, IL, IN, KY, MI, MN, ND, NM, NY, OH, OK, RI, SD, TX, WA, WI).
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
- 2677761
- Firm CRD
- 134922