About Larry
I founded Mitlin Financial in 2004, a company named in memory of my wife’s grandfather, Mitchell, and my mother, Linda. My Mom is more than just the LIN in Mitlin, she is the reason I do what I do. As a teen I watched my parents struggle with their finances as she battled breast cancer for over a decade, it became my driving force You can hear more of the Mitlin story in episode 1 of the Mitlin Money Mindset™ As Mitlin Financial's Founder and lead wealth advisor, I drive planning and asset management services, as well as business development, for the firm. Your needs are my number one priority. ™’™™–™© ™™ž™™ž ™®™¤™ª ™™ž™™¤™™©™™¤™™™™–™© ™™—™§™¤™ª™œ™—™œ™© ™®™¤™ª™Ÿ™¤™® this is the question I ask every guest on the Mitlin Money Mindset™A podcast that’s all about getting your mind right when it comes to all things money. In each episode, we go deep with engaging guests who provide tangible takeaways and a whole lot of joy along the way. Financial literacy is an area I am passionate about; it is important to me that you understand the information I am relaying .You will feel like family in Mitlin's offices as I am proud to be serving the second and third generations. I have seen first-hand how strong financial habits, instilled in parents, children, and grandchildren, can impact a family’s wealth and wealth stewardship for generations. I am incredibly proud to have been named to the Investopedia 100 Top Advisors in 2021, and even more humbled to make their Top Ten list for 2022.* It is a true honor to be named with so many working to make an impact in the profession. I am also honored to have been recognized by ThinkAdvisor as a Luminaries 2022 Finalists in the Thought Leadership Category. I am an active volunteer for the National Board of the American Foundation for Suicide Prevention. My family has raised more than $1.7 million dollars via the Keith Milano Memorial Fund in memory of my’s brother-in-law. My work earned me an Invest in Others Community Service Finalist award. I am an avid New York Rangers fan. Denise and I travel frequently to watch our sons play ice hockey.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor *Advisors who wished to be ranked self-submitted or peer-submitted answers to questions compiled by Investopedia. Rankings were determined based on engagement on social media primary contribution to professional industry websites & their focus on financial literacy
Areas of focus
Credentials & background
Designations
Education
Binghamton University
Clients served
Regulatory
- Firm CRD #155344
The firm
Our firm is a leading full-service law firm dedicated to providing exceptional legal representation and strategic counsel to a diverse range of clients. We are committed to understanding our clients' unique needs and delivering innovative, effective, and results-oriented solutions designed to achieve their objectives. Our team of experienced and client-focused attorneys possesses deep expertise across a broad spectrum of practice areas, including corporate law, litigation, intellectual property, real estate, labor and employment, and more. We pride ourselves on our proactive approach, meticulous attention to detail, and unwavering dedication to professionalism and ethical conduct. At our core, we believe in building strong, lasting relationships with our clients, serving as trusted advisors who navigate complex legal landscapes with clarity and precision. We are passionate about empowering our clients to succeed and are driven by a commitment to excellence in every aspect of our practice.
140 Adams Avenue Suite B-12 Hauppauge, NY 11788$58M assets under management