Mehak Thukral (CRD# 6735747) is an Investment Advisor Representative working at Lionshead Wealth Management, LLC in New York, NY and has over 4 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lionshead Wealth Management, LLC | New York, NY | Feb 2020 - Current | 4 |
Lionshead Wealth Management, LLC | New York, NY | Jul 2017 - Current | 6 |
Wilmington Capital Securities LLC | New York, NY | Dec 2016 - Jun 2017 | < 1 |
Student | New York, NY | Feb 2010 - May 2017 | 7 |
Direct Agents | New York, NY | Aug 2016 - Dec 2016 | < 1 |
Northwell Health | New Hyde Park, NY | Jun 2016 - Aug 2016 | < 1 |
Cohere Communications | New York, NY | Jan 2016 - Jun 2016 | < 1 |
Gullwing Motor Cars | New York, NY | May 2012 - Nov 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- NJ
- NY
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts340ACCOUNTS
-
Average Account Value$410,795
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CT, FL, NJ, NY, PA
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