Bradley John Donner

Employer firm

Cl Wealth Management LLC CRD 134922

$734M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → Present
  Cabot Lodge Securities Llc
  Schaumburg, IL
• 09/2015 → 08/2021
  Sb Advisory, Llc
  Atlanta, GA
• 08/2021 → Present
  Cl Wealth Management Llc
  Schaumburg, IL

Previous Registrations

• 2021-01-13 → 2021-10-20
  Sb Advisory, Llc
  Canandaigua, NY
  Atlanta, GA
• 2015-09-04 → 2020-12-31
  Sb Advisory, Llc
  Atlanta, GA
• 2008-10-24 → 2015-09-11
  J P Turner & Company Capital Management, Llc
  Canandaigua, NY

Other Businesses

1) Finger Lakes Securities, LLC (DBA), Investment Related, Canandaigua, NY, President, July, 2006, zero hours per month and zero hours during trading hours, is used as a DBA. 2) Brandon Financial LLC, Investment Related is used as a pass through to pay bills associated with the DBA Finger Lakes Securities, LLC, President, July 2006, zero hours per month, zero hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-07
• S63 Uniform Securities Agent State Law Examination
  1988-12-16

Other Names

• John Bradley Donner