David Lakis, financial advisor Fort Pierce FL

David Lakis

CRD Number: 2847909
Current Firm: Cl Wealth Management LLC

David Lakis (CRD# 2847909) is an Investment Advisor Representative working at Cl Wealth Management LLC in Fort Pierce, FL and has over 26 years of experience in the finance industry.

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Securities Research, Inc.
Company Name Location Dates Years
Cl Wealth Management LLC New York, NY Aug 2022 - Current 1
Cabot Lodge Securities, LLC New York, NY Sep 2019 - Current 4
Lakis Investments Inc. Brookfield, WI Nov 2004 - Current 19
Sb Advisory, LLC Atlanta, GA Jun 2019 - Aug 2022 3
Ifs Securities (crd# 40375) Atlanta, GA Jun 2019 - Aug 2019 < 1
Packerland Brokerage Services Green Bay, WI Apr 2018 - Jun 2019 1
Harbour Investments, Inc. Madison, WI Nov 2004 - Sep 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S66 NASAA Uniform Combined State Law Examination Mar 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David A. Lakis
Phone Number: 212-388-6200
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    533
    MILLIONS
  • Total Number of Accounts
    2,003
    ACCOUNTS
  • Average Account Value
    $265,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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