Ron Feinman
Investment adviser representative at Cl Wealth Management LLC
30 yearsExperience
5 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
30 years in the industry.
- Virginia Edler Law, PllcNov 2017 to now
- Children's Miracle NetworkJan 2017 to now
- Virginia Academy of Elder Law AttorneysJun 2014 to now
- Cabot Lodge Securities LLCOct 2013 to now
- Cl Wealth Management LLCApr 2011 to now
- Law Firm of Ron Feinman EsqFeb 1996 to now
- One World Structured Settlement Design LLCFeb 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 5 states (NC, NJ, SD, VA, 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
- 2958711
- Firm CRD
- 134922