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Lee Edwards Lowicki

Ace & Company New York, Inc.

New York, NY

CRD 7476103

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Employer firm

Ace & Company New York, Inc. CRD 304442

$65.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

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

Current Employers
Ace & Company New York, Inc.

712 Fifth Ave 27Th Floor, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-18
  • NY RA
    APPROVED
    Since 2022-01-18

Branch Locations

712 Fifth Ave 27Th 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
Ace & Company New York, Inc. New York NY 01/2014 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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