EF
Elana R. Feigenblatt
CL WEALTH MANAGEMENT LLC
Schaumburg, IL 60173
Some features on this profile are disabled
CRD#: 4880188
EF
Professional summary
Elana Rachel Feigenblatt, who also goes by Elana R Feigenblatt, is a registered financial advisor currently at CL WEALTH MANAGEMENT LLC located in Schaumburg, Illinois and CABOT LODGE SECURITIES LLC located in Schaumburg, Illinois.
Elana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Elana has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elana R Feigenblatt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Elana Rachel Feigenblatt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 24, 2013 - Present
CL WEALTH MANAGEMENT LLC
Office #1: 425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173RIA
CRD#: 134922
Schaumburg, IL
Current
October 15, 2012 - Present
CABOT LODGE SECURITIES LLC
Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173Office #2: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173BD
CRD#: 159712
Schaumburg, IL
Past
July 31, 2012 - October 17, 2012
CL WEALTH MANAGEMENT LLC
RIA
CRD#: 134922
SCHAUMBURG, IL
Past
May 3, 2012 - October 17, 2012
ALLIED BEACON PARTNERS, INC.
BD
CRD#: 46227
NEW YORK, NY
Past
November 6, 2009 - October 25, 2011
JOHN THOMAS FINANCIAL
BD
CRD#: 40982
NEW YORK, NY
Past
January 21, 2009 - November 11, 2009
BARCLAYS CAPITAL INC.
RIA
CRD#: 19714
NEW YORK, NY
Past
September 22, 2008 - November 11, 2009
BARCLAYS CAPITAL INC.
BD
CRD#: 19714
NEW YORK, NY
Past
April 1, 2008 - October 15, 2008
LEHMAN BROTHERS INC.
RIA
CRD#: 7506
NEW YORK, NY
Past
September 15, 2006 - September 22, 2008
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CL WEALTH MANAGEMENT LLC
ALLIED BEACON WEALTH MANAGEMENT, LLC | WARNEFORD WEALTH MANAGEMENT, LLC | WADDELL WEALTH MANAGEMENT, LLC | URBAN WEALTH ADVISORS, LLC | TWEED FINANCIAL SERVICES, INC | STRATEGIC ADVANTAGE FINANCIAL | SCHULZ FINANCIAL MANAGEMENT | SAN MARINO INVESTMENT SERVICES | SABER WEALTH MANAGEMENT | RPG WEALTH MANAGEMENT, INC | RETIREMENT PLANNING STRATEGIES | PREMIER LEGACY WEALTH MANAGEMENT | PIVOTAL WEALTH MANAGEMENT | NEIGHBORHOOD FINANCIAL SOLUTIONS | MAROON WEALTH MANAGEMENT | LEADING EDGE FINANCIAL GROUP | INTEGRATED PLANNING ASSOCIATES, INC | HEART STRONG WEALTH PLANNING | HASZ FINANCIAL | GARDINER PRIVATE WEALTH MANAGEMENT | FUTURE MATTERS INC | FINGERLAKE SECURITIES, LLC | DOIRON WEALTH MANAGEMENT, LLC | DESTINY FINANCIAL SERVICES | CUPROSPER | CORNERSTONE WEALTH MANAGEMENT | CL WEALTH MANAGEMENT LLC | CENTURIAN WEALTH MANAGEMENT | CBS ADVISORS, LLC | C L WEALTH MANAGEMANT LLC | BRIDGEPORT INVESTMENTS,LLC | BESSETTE FINANCIAL SERVICES | BEACON FINANCIAL SERVICES
CRD#: 134922 / SEC#: 801-72701
RIA
Registered Investment Advisory firm - (10/4/2011 Approved)Arizona
Registered Investment Advisory firm - (12/31/2009 Terminated)Colorado
Registered Investment Advisory firm - (11/4/2011 Terminated)Connecticut
Registered Investment Advisory firm - (1/13/2012 Terminated)Florida
Registered Investment Advisory firm - (10/6/2011 Terminated)Georgia
Registered Investment Advisory firm - (10/12/2011 Terminated)Illinois
Registered Investment Advisory firm - (10/4/2011 Terminated)Iowa
Registered Investment Advisory firm - (10/6/2011 Terminated)Maryland
Registered Investment Advisory firm - (10/19/2011 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2010 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Virginia
Registered Investment Advisory firm - (10/17/2011 Terminated)West Virginia
Registered Investment Advisory firm - (10/6/2011 Terminated)Wisconsin
Registered Investment Advisory firm - (10/6/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/4/2016)
IAR
Alabama(4/1/2021)
RR
Alaska(1/4/2016)
IAR
Alaska(4/1/2021)
RR
Arizona(1/4/2016)
IAR
Arizona(4/21/2021)
RR
Arkansas(1/4/2016)
IAR
Arkansas(4/5/2021)
IAR
California(10/24/2013)
RR
California(1/4/2016)
RR
Colorado(1/4/2016)
IAR
Colorado(3/16/2020)
RR
Connecticut(10/15/2012)
IAR
Connecticut(4/2/2021)
RR
Delaware(1/4/2016)
IAR
Delaware(8/5/2019)
RR
District of Columbia(1/4/2016)
RR
Florida(1/4/2016)
RR
Georgia(1/4/2016)
IAR
Georgia(4/8/2021)
RR
Hawaii(1/4/2016)
RR
Idaho(1/4/2016)
IAR
Idaho(4/1/2021)
RR
Illinois(1/4/2016)
IAR
Illinois(4/14/2021)
RR
Indiana(1/4/2016)
IAR
Indiana(4/5/2021)
RR
Iowa(1/4/2016)
IAR
Iowa(4/2/2021)
RR
Kansas(1/4/2016)
IAR
Kansas(4/2/2021)
RR
Kentucky(1/4/2016)
RR
Louisiana(1/4/2016)
RR
Maine(1/4/2016)
RR
Maryland(1/4/2016)
IAR
Maryland(5/13/2020)
RR
Massachusetts(1/4/2016)
RR
Michigan(1/4/2016)
IAR
Michigan(3/16/2020)
RR
Minnesota(1/4/2016)
IAR
Minnesota(4/6/2021)
RR
Mississippi(1/4/2016)
IAR
Mississippi(4/8/2021)
RR
Missouri(1/4/2016)
IAR
Missouri(4/2/2021)
RR
Montana(10/15/2012)
IAR
Montana(4/1/2021)
RR
Nebraska(1/4/2016)
IAR
Nebraska(4/7/2021)
RR
Nevada(1/4/2016)
IAR
Nevada(4/14/2021)
RR
New Hampshire(1/4/2016)
IAR
New Hampshire(4/2/2021)
RR
New Jersey(10/15/2012)
IAR
New Jersey(3/16/2020)
RR
New Mexico(1/4/2016)
IAR
New Mexico(4/2/2021)
RR
New York(10/15/2012)
IAR
New York(3/1/2021)
RR
North Carolina(1/5/2016)
IAR
North Carolina(4/5/2021)
RR
North Dakota(1/4/2016)
IAR
North Dakota(4/5/2021)
RR
Ohio(1/4/2016)
IAR
Ohio(4/1/2021)
RR
Oklahoma(1/4/2016)
IAR
Oklahoma(4/2/2021)
RR
Oregon(1/4/2016)
IAR
Oregon(3/25/2020)
RR
Pennsylvania(10/15/2012)
IAR
Pennsylvania(3/16/2020)
RR
Rhode Island(1/4/2016)
IAR
Rhode Island(4/2/2021)
RR
South Carolina(1/4/2016)
IAR
South Carolina(4/5/2021)
RR
South Dakota(1/4/2016)
IAR
South Dakota(4/13/2021)
RR
Texas(1/4/2016)
IAR
Texas(4/5/2021)
RR
Utah(1/4/2016)
IAR
Utah(3/16/2020)
RR
Vermont(1/4/2016)
RR
Virginia(1/4/2016)
IAR
Virginia(5/13/2020)
RR
Washington(1/4/2016)
IAR
Washington(4/1/2021)
RR
West Virginia(1/4/2016)
IAR
West Virginia(4/12/2021)
RR
Wisconsin(1/4/2016)
IAR
Wisconsin(4/2/2021)
RR
Wyoming(1/4/2016)
IAR
Wyoming(4/26/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CL WEALTH MANAGEMENT LLC
ALLIED BEACON WEALTH MANAGEMENT, LLC | WARNEFORD WEALTH MANAGEMENT, LLC | WADDELL WEALTH MANAGEMENT, LLC | URBAN WEALTH ADVISORS, LLC | TWEED FINANCIAL SERVICES, INC | STRATEGIC ADVANTAGE FINANCIAL | SCHULZ FINANCIAL MANAGEMENT | SAN MARINO INVESTMENT SERVICES | SABER WEALTH MANAGEMENT | RPG WEALTH MANAGEMENT, INC | RETIREMENT PLANNING STRATEGIES | PREMIER LEGACY WEALTH MANAGEMENT | PIVOTAL WEALTH MANAGEMENT | NEIGHBORHOOD FINANCIAL SOLUTIONS | MAROON WEALTH MANAGEMENT | LEADING EDGE FINANCIAL GROUP | INTEGRATED PLANNING ASSOCIATES, INC | HEART STRONG WEALTH PLANNING | HASZ FINANCIAL | GARDINER PRIVATE WEALTH MANAGEMENT | FUTURE MATTERS INC | FINGERLAKE SECURITIES, LLC | DOIRON WEALTH MANAGEMENT, LLC | DESTINY FINANCIAL SERVICES | CUPROSPER | CORNERSTONE WEALTH MANAGEMENT | CL WEALTH MANAGEMENT LLC | CENTURIAN WEALTH MANAGEMENT | CBS ADVISORS, LLC | C L WEALTH MANAGEMANT LLC | BRIDGEPORT INVESTMENTS,LLC | BESSETTE FINANCIAL SERVICES | BEACON FINANCIAL SERVICES
CRD#: 134922 / SEC#: 801-72701
RIA
Registered Investment Advisory firm - (10/4/2011 Approved)Arizona
Registered Investment Advisory firm - (12/31/2009 Terminated)Colorado
Registered Investment Advisory firm - (11/4/2011 Terminated)Connecticut
Registered Investment Advisory firm - (1/13/2012 Terminated)Florida
Registered Investment Advisory firm - (10/6/2011 Terminated)Georgia
Registered Investment Advisory firm - (10/12/2011 Terminated)Illinois
Registered Investment Advisory firm - (10/4/2011 Terminated)Iowa
Registered Investment Advisory firm - (10/6/2011 Terminated)Maryland
Registered Investment Advisory firm - (10/19/2011 Terminated)New Jersey
Registered Investment Advisory firm - (10/21/2011 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2010 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Virginia
Registered Investment Advisory firm - (10/17/2011 Terminated)West Virginia
Registered Investment Advisory firm - (10/6/2011 Terminated)Wisconsin
Registered Investment Advisory firm - (10/6/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173
Mailing Address
Phone number
(212) 388-6200
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,073 |
| AUM (Assets Under Management) | $ 628,729,517 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CL WEALTH MANAGEMENT LLC
CRD#: 134922Schaumburg, IL 60173TRUST BUT VERIFY
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