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 appears in FINTRX as an SEC-registered entity since 2001. The database classifies ownership as a combination of a domestic entity and an individual and lists the firm as "unclassified" for its business type. FINTRX records indicate the firm is not a capital allocator, is not active on ESG mandates, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX does not supply descriptive details about Lightspeed’s advisory offerings, fee model, client segments, or specific business activities. That absence of public-facing profile data in the snapshot suggests limited disclosure through the source used here; the firm’s regulatory registration year is available, but operational and product information is not included in the FINTRX entry.

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

    CEOCRD 6285310

  • KEITH PETZOLD

    Chief Compliance OfficerCRD 2944070

  • THOMAS GIBB

    Co President and Chief Operating OfficerCRD 4750905

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Contacts

3 of 29
  • EVAN BERRYMAN

    SVPCRD 7380873

  • BRIAN JONES

    Client ServicesCRD 3173457

  • 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