Simon Lack, financial advisor Westfield NJ

Simon Lack

CRD Number: 4334366
Current Firm: Sl Advisors, LLC

Simon Lack (CRD# 4334366) is an Investment Advisor Representative working at Sl Advisors, LLC in Westfield, NJ and has over 18 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Sl Advisors, LLC Westfield, NJ Sep 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Simon A. Lack
Phone Number: 908-232-0830
Registered State(s):
  • FL
  • NJ
  • TX
Current Firm Details
Sl Advisors, LLC
Firm's CRD Number: 151495
By the Numbers
  • Total Assets Under Management
    314
    MILLIONS
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $5,408,459
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, NJ, NY, TX

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