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James Zagelmeyer

Lionshead Wealth Management, LLC

New York, NY

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Current Employers
Lionshead Wealth Management, Llc

250 West 55Th Street 17Th Floor, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-03
  • NY RA
    APPROVED
    Since 2025-09-03

Branch Locations

250 West 55Th Street 17Th Floor, New York, NY 10019 • 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
Transitionworks Llc Northvale NJ 01/2011 07/2023
Lionshead Wealth Management, Llc New York NY 02/2025 Present
Newsearch Equipment & Salvage Grandview NY 01/2011 Present
  • 01/2011 → 07/2023
    Transitionworks Llc
    Northvale, NJ
  • 02/2025 → Present
    Lionshead Wealth Management, Llc
    New York, NY
  • 01/2011 → Present
    Newsearch Equipment & Salvage
    Grandview, NY
Other Businesses

01/2011 Newsearch Equipment & Salvage; title; Retail; Non - Investment Related; Grandview, NY; 5 hours a month; 0 hours during trading hours; selling of used parts for various applications ie diesel tractors and other equipment

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-03
  • S65 Uniform Investment Adviser Law Examination
    2025-09-03

View on SEC IAPD

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