Gregory Michael Lichtenstein

Employer firm

Ethos Capital Management, Inc. CRD 313145

$155M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 04/2021
  Student
  Philadelphia, PA
• 06/2021 → Present
  Ethos Capital Advisors, Llc
  Newtown, PA
• 06/2021 → Present
  Ethos Capital Management, Inc.
  Newtown, PA
• 11/2022 → Present
  Ethos Capital Advisors, Llc
  Newtown, PA

Other Businesses

1) NAME: ETHOS CAPITAL ADVISORS, LLC; INV RELATED: YES; ADDRESS: 111 SOUTH STATE STREET, NEWTOWN, PA 18940; NATURE: INSURANCE SALES; POSITION: INSURANCE AGENT - START DATE: 11/2022; HOURS/MONTH: 40; TRADING HOURS/MONTH: 40; DUTIES: INSURANCE SALES & SERVICE. 2) Part-Time Assistant Lacrosse Coach; Pennsbury High School; Investment related: No; 705 Hood Blvd. Fairless Hills PA 19030 USA; Education - High School; 2017-10-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 5;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-06

Designations

• Certified Financial Planner

Other Names

• Greg Lichtenstein