Old Slip Registered Investment Advisors, LLC

Old Slip Registered Investment Advisors, LLC (CRD# 297976) is a financial advisory firm headquartered in New York, NY. They manage $341,000,000 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
40 Wall Street Floor 28, New York, NY 10005
https://www.oldslipcap.com
By the Numbers
  • Total Assets Under Management
    341
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $12,178,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

NY, TX

Financial Advisors at Old Slip Registered Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Lukezic, financial advisor New York NY
James J. Lukezic
CRD#: 4284800
40 Wall Street Floor 28, New York, NY 10005

James Lukezic (CRD# 4284800) is an Investment Advisor Representative working at Old Slip Registered Investment Advisors, LLC in New York, NY and has over 21 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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