TrueAdvisor
TrueAdvisor
EF
EF

Elana Rachel Feigenblatt

Cl Wealth Management LLC
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Cl Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$303K average
Assets Under Management
$628.7M

Fee Structure

Minimum Investment:$25K

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cl Wealth Management LLC
October 2013 - Present · 12 yrs 4 mos
Cabot Lodge Securities LLCBroker
October 2012 - Present · 13 yrs 4 mos
Previous Registrations
Allied Beacon Wealth Management, LLC
July 2012 - October 2012 · 3 mos
Allied Beacon Partners, INC.Broker
May 2012 - October 2012 · 5 mos
John Thomas FinancialBroker
November 2009 - October 2011 · 1 yr 11 mos
Barclays Capital INC.
January 2009 - November 2009 · 10 mos
Barclays Capital INC.Broker
September 2008 - November 2009 · 1 yr 2 mos
Lehman Brothers INC.
April 2008 - October 2008 · 6 mos
Lehman Brothers INC.Broker
September 2006 - September 2008 · 2 yrs
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.