Lightedway Advisory Services, Inc.

Lightedway Advisory Services, Inc. (CRD# 312712) is a financial advisory firm headquartered in Harrison, NY. They manage $77,000,000 in 218 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
83 Calvert St, Harrison, NY 10528
https://www.lightedwayadvisory.com/
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $353,211
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, NJ, NY, TX

Financial Advisors at Lightedway Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Russo, financial advisor Harrison NY
Jonathan M. Russo
CRD#: 4159763
83 Calvert St, Harrison, NY 10528

Jonathan Russo (CRD# 4159763) is an Investment Advisor Representative working at Lightedway Advisory Services, Inc. in Harrison, NY and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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