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Christine Lynn Lucero

Satovsky Asset Management LLC

New York, NY

CRD 7438813

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Employer firm

Satovsky Asset Management LLC CRD 143519

$975M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Satovsky Asset Management Llc

149 Spring Street Floor 4, New York, NY 10012 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-25
  • NY RA
    APPROVED
    Since 2021-10-25

Branch Locations

149 Spring Street Floor 4, New York, NY 10012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Satovsky Asset Management Llc New York NY 06/2013 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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