David Alan Lakis
Investment adviser representative at Cl Wealth Management LLC
22 yearsExperience
2 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
22 years in the industry.
- Cl Wealth Management LLCAug 2022 to now
- Cabot Lodge Securities, LLCSep 2019 to now
- Lakis Investments IncNov 2004 to now
- Sb Advisory, LLCJun 2019 to Aug 2022
- Packerland Brokerage ServicesApr 2018 to Jun 2019
- Harbour Investments, Inc.Nov 2004 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2847909
- Firm CRD
- 134922