Lionshead Wealth Management, LLC

Lionshead Wealth Management, LLC (CRD# 288526) is a financial advisory firm headquartered in New York, NY. They manage $139,670,186 in 340 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1180 Avenue Of The Americas, Suite 821, New York, NY 10036
https://www.linkedin.com/company/11242736/admin/updates/
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $410,795
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY, PA

Financial Advisors at Lionshead Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Scott Lasky, financial advisor New York NY
Scott D. Lasky
CRD#: 2681791
1180 Avenue Of The Americas, Suite 821, New York, NY 10036

Scott Lasky (CRD# 2681791) is an Investment Advisor Representative working at Lionshead Wealth Management, LLC in New York, NY and has over 28 years of experience in the finance industry.

2
Michael Bernstein, financial advisor New York NY
Michael Bernstein
CRD#: 7374149
1180 Avenue Of The Americas, Suite 821, New York, NY 10036

Michael Bernstein (CRD# 7374149) is an Investment Advisor Representative working at Lionshead Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.

3
Mehak Thukral, financial advisor New York NY
Mehak Thukral
CRD#: 6735747
1180 Avenue Of The Americas, Suite 821, New York, NY 10036

Mehak Thukral (CRD# 6735747) is an Investment Advisor Representative working at Lionshead Wealth Management, LLC in New York, NY and has over 4 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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