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Steven Kronethal

Advisor at CL Wealth Management LLC

Updated today

Location

Pleasantville, NY

Credentials

Series 63, Series 65

Industry experience

34 years

About

Steven Kronethal is a financial advisor at CL Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CL Wealth Management since 2021. He also serves as president of Integrated Planning Associates, Inc., where he is involved in selling life, disability, group ancillary, and health insurance products. CL Wealth Management LLC is a multi-advisor firm that serves individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, consulting, and access to third-party money managers and educational workshops, tailoring investment strategies to client objectives through a combination of fundamental and technical analysis.

Client services

Based on CL Wealth Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on CL Wealth Management LLC

Options & derivatives strategies Tax-loss harvesting Wealth management

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Fee options

Fixed

Flat fees for financial planning services may not exceed $5,000

Percentage

$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - Negotiable: Negotiable

Commissions

Commission-based compensation through affiliated broker-dealer Cabot Lodge Securities LLC for certain representatives

Project-based

Standard planning and consulting fee is $350 per hour

Other

Account minimum: $25,000

Location

Pleasantville, NY

Most active in

New York

Work history

CL Wealth Management LLC

2021 - Present (5 years)

Cabot Lodge Securities

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Passive / index investing General retirement planning
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Options & derivatives strategies Divorce financial planning
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Options & derivatives strategies
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Sean W

Series 63, Series 66

Katonah, NY

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Options & derivatives strategies
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CFP®, Series 63

White Plains, NY

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