Lenox Advisors, Inc.

Lenox Advisors, Inc. (CRD# 119386) is a financial advisory firm headquartered in New York, NY. They manage $12,200,000 in 2 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $6,100,000
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
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, CT, FL, IL, MA, NJ, NV, NY, PA, TX

Financial Advisors at Lenox Advisors, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Meghan Bergman
CRD#: 5192998
530 Fifth Avenue, 11th Floor, New York, NY 10036
96
Wealthminder
score

Meghan Bergman (CRD# 5192998) is an Investment Advisor Representative working at Lenox Advisors, Inc. in New York, NY and has over 10 years of experience in the finance industry. Meghan Bergman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan S. Davis
CRD#: 2622180
530 5th Avenue, 11th Floor, New York, NY 10036
96
Wealthminder
score

Jonathan Davis (CRD# 2622180) is an Investment Advisor Representative working at Lenox Advisors, Inc. in New York, NY and has over 20 years of experience in the finance industry. Jonathan Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stefan E. Greenberg
CRD#: 2562742
530 Fifth Avenue, 11th Floor, New York, NY 10036
96
Wealthminder
score

Stefan Greenberg (CRD# 2562742) is an Investment Advisor Representative working at Lenox Advisors, Inc. in New York, NY and has over 22 years of experience in the finance industry. Stefan Greenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brendan J. Kenny
CRD#: 2931806
530 5th Avenue, 11th Floor, New York, NY 10036
96
Wealthminder
score

Brendan Kenny (CRD# 2931806) is an Investment Advisor Representative working at Lenox Advisors, Inc. in New York, NY and has over 20 years of experience in the finance industry. Brendan Kenny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gregory K. Large
CRD#: 2126643
530 5th Avenue, 11th Floor, New York, NY 10036
96
Wealthminder
score

Gregory Large (CRD# 2126643) is an Investment Advisor Representative working at Lenox Advisors, Inc. in New York, NY and has over 26 years of experience in the finance industry.

6
Britt A. Szostak
CRD#: 2803775
530 Fifth Avenue, 11th Floor, New York, NY 10036
96
Wealthminder
score

Britt Szostak (CRD# 2803775) is an Investment Advisor Representative working at Lenox Advisors, Inc. in New York, NY and has over 21 years of experience in the finance industry. Britt Szostak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jonathan J. Wittlin
CRD#: 5005623
535 Pacific Avenue, 2nd Floor, San Francisco, CA 94133
96
Wealthminder
score

Jonathan Wittlin (CRD# 5005623) is an Investment Advisor Representative working at Lenox Advisors, Inc. in San Francisco, CA and has over 13 years of experience in the finance industry. Jonathan Wittlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kathryn A. O'hara
CRD#: 5898756
One North Franklin Street, Suite 3330, Chicago, IL 60606
93
Wealthminder
score

Kathryn O'hara (CRD# 5898756) is an Investment Advisor Representative working at Lenox Advisors, Inc. in Chicago, IL and has over 5 years of experience in the finance industry. Kathryn O'hara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Thomas J. Henske
CRD#: 2605955
530 5th Avenue, 11th Floor, New York, NY 10036
86
Wealthminder
score

Thomas Henske (CRD# 2605955) is an Investment Advisor Representative working at Lenox Advisors, Inc. in New York, NY and has over 22 years of experience in the finance industry. Thomas Henske has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michael A. Book
CRD#: 2128493
530 5th Avenue, 11th Floor, New York, NY 10036
73
Wealthminder
score

Michael Book (CRD# 2128493) is an Investment Advisor Representative working at Lenox Advisors, Inc. in New York, NY and has over 26 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.