C.j. Lawrence

C.j. Lawrence (CRD# 174034) is a financial advisory firm headquartered in New York, NY. They manage $310,793,975 in 272 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $1,142,625
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, IN, LA, MA, ME, MI, NJ, NY, PR, TX, WA

Financial Advisors at C.j. Lawrence
Showing 1 - 2 of 2 top financial advisors.
1
James E. Moltz
CRD#: 337917
400 Madison Avenue, Floor 6, Suite B, New York, NY 10017
93
Wealthminder
score

James Moltz (CRD# 337917) is an Investment Advisor Representative working at C.j. Lawrence in New York, NY and has over 18 years of experience in the finance industry.

2
David J. Gallacher
CRD#: 6102112
400 Madison Avenue, Floor 6, Suite B, New York, NY 10017
90
Wealthminder
score

David Gallacher (CRD# 6102112) is an Investment Advisor Representative working at C.j. Lawrence in New York, NY and has over 4 years of experience in the finance industry.

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