CG
ChFC

Charles Lloyd Gorenberg

37 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Hourly Rate:Up to $500/hr

Fees are negotiable and may differ from client to client based upon services provided, investment strategies utilized, the amount of assets to be managed, portfolio composition, the scope and complexity of the engagement, the anticipated number of meetings and servicing needs, related accounts, anticipated future additional assets, the professional(s) rendering the service(s), prior relationships with Belpointe and/or your Advisor and negotiations with the client. Fees cannot exceed 2.5% annually. Hourly fees shall not exceed $500.00 per hour. Fixed fees are negotiable and shall vary based on the nature and extent of the services agreed to be rendered. A technology fee of $40 is charged annually per account.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingRetirees
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Advisor Information

Office location

515 Grove Street, Suite 3C, Haddon Heights, NJ, 08035

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1994
Award / Judgment
Other Business ActivitiesSells Insurance

Charles is an advisor for multiple employer 401k plans at Kinetic K Plans and a registered representative at Fortune Financial Services, dedicating about half his time to the latter. He is also CEO and COO of Davidken Corporation, which includes insurance sales, spending minimal time on this role.

Employment History
Current Registrations
Belpointe Asset Management LLC
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Fortune Financial Services, INC.Broker
February 2019 - May 2025 · 6 yrs 3 mos
Bcg Securities, INC. Broker
January 2013 - February 2019 · 6 yrs 1 mo
Lincoln Financial Securities CorporationBroker
June 2011 - January 2013 · 1 yr 7 mos
Lincoln Financial Securities Corporation
June 2011 - June 2011 · 0 mos
Chaslyn Financial Group, INC.
March 2008 - December 2019 · 11 yrs 9 mos
The O.N. Equity Sales CompanyBroker
August 1992 - June 2011 · 18 yrs 10 mos
Capital Strategies LimitedBroker
August 1991 - August 1992 · 1 yr
Monaco Securities, INC.Broker
October 1988 - August 1991 · 2 yrs 10 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Charles Lloyd Gorenberg - Financial Advisor | AdvisorDiscover