Lightspeed Financial Services Group LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Morristown, New Jersey
CRD number
104369
Registered since
February 21, 2001

Firm profile

FINTRX

Overview

Lightspeed Financial Services Group LLC is organized as a limited liability company and is registered with the SEC since 2001. Public records for the firm are sparse: filings identify the owner type as a combination of a domestic entity and an individual and list the firm's regulatory classification as unclassified. The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. There is no substantive, publicly reported description of its advisory activities, client segments, or fee structure in the available dataset. The limited disclosure makes it difficult to characterize Lightspeed Financial Services Group’s client focus or service model from these records alone. The data set does not enumerate investment mandates, target client types, or standard account offerings, so any operational or product conclusions would require supplemental information from the firm or additional regulatory filings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Farid Naib

    Farid Naib

    CEOCRD 6285310

  • Keith Petzold

    Keith Petzold

    Chief Compliance OfficerCRD 2944070

  • Thomas Gibb

    Thomas Gibb

    President and Chief Operating OfficerCRD 4750905

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Contacts

3 of 29
  • Evan Berryman

    Evan Berryman

    SVPCRD 7380873

  • Brian Jones

    Brian Jones

    Client ServicesCRD 3173457

  • Christopher Johnson

    Christopher Johnson

    DirectorCRD 6864924

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Morristown, NJ

Morris

Location

Morristown, NJ

Headquartered in Morristown, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
20 Headquarters Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth