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).
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Total Assets Under Management140MILLION
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Total Number of Accounts340ACCOUNTS
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Average Account Value$410,795
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CT, FL, NJ, NY, PA
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.
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.
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.