Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Schaumburg
26yrs
Based in Schaumburg, Illinois, Mitchell Ray is a fiduciary financial advisor with 26 years of industry experience. Mitchell has been with CL Wealth Management since 2011; before that, Mitchell spent three years at Workman Securities. CL Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 338 advisors with offices in Schaumburg, and one of 318 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$337,880
Advisors at the firm42
States licensed ?1 state
Services through CL Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowCL Wealth Management LLCCurrent firm
- 2008 – 2011Workman Securities CorporationPreviously
Contact Mitchell
(212) 388-6200CL Wealth Management main office 425 N. Martingale Rd. Suite 1220Schaumburg, IL 60173Office · Get directions Firm websitewww.leadingedgefinancialgroup.com
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call CL Wealth Management at (212) 388-6200 and ask for Mitchell Ray. Mitchell works from the Schaumburg, IL office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Mitchell hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
CL Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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