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Lighthouse Wealth Management, LLC CRD 146403
$4.50M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2913 Harrington Avenue, Bronx, NY 10461 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of New York | New York | NY | 11/2003 | Present |
| Bny Investment | New York | NY | 11/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-13 |
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