Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
SRI Investing LLC is a registered investment firm based in New York City and specializing in socially responsible investing (SRI). SRI helps you align your Investment and financial goals with the impact you want to make in the world. We work with socially conscious investors in the New York City metro area and throughout the country.
With over 40 years of combined financial advisory and planning experience, co-founders Gary Matthews and Amy Pender merge their professional financial expertise with a passion for investing in a better world. Prospective investors might receive a proposal from either...
Chang Lee (CRD# 2672951) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, NJ and has over 20 years of experience in the finance industry.
Steven Lyons (CRD# 5343894) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, NJ and has over 9 years of experience in the finance industry.