FIND A LEXINGTON WEALTH MANAGEMENT, INC. FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at LEXINGTON WEALTH MANAGEMENT, INC.
CRD#: 135507
Looking for a Financial Advisor at LEXINGTON WEALTH MANAGEMENT, INC.?
We have compiled every financial advisor who works at LEXINGTON WEALTH MANAGEMENT, INC. in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for LEXINGTON WEALTH MANAGEMENT, INC. Comes From
Understanding the Statistics for LEXINGTON WEALTH MANAGEMENT, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
12 Waltham Street, Lexington, MA 02421
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
LEXINGTON ADV PART 2 MARCH 2019 (3/27/2019)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at LEXINGTON WEALTH MANAGEMENT, INC.
Nilay Eda Barefield
IAR
RR
CRD#: 6759022
Location:
San Diego, CA 92122
Company:
CETERA INVESTMENT ADVISERS LLC
Disclosures:
Experience:
8 years
Lucas Michael Giordano
IAR
RR
CRD#: 4799855
Location:
Woodland, CA 95695
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
21 years
Anthony J. Macagna
IAR
RR
CRD#: 5740506
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
