Lurie Davis Wealth Management LLC

Lurie Davis Wealth Management LLC (CRD# 142294) is a financial advisory firm headquartered in Lynn, MA. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
40 Baltimore Street, Unit #40a, Lynn, MA 01902
https://www.luriedavis.org
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MA, NY

Financial Advisors at Lurie Davis Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lurie Davis, financial advisor Lynn MA
Lurie Davis
CRD#: 1610922
Lynn, MA

Lurie Davis (CRD# 1610922) is an Investment Advisor Representative working at Lurie Davis Wealth Management LLC in Lynn, MA and has over 26 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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