Lightspeed Financial Services Group LLC
Firm details
- Headquarters
- Morristown, New Jersey
- CRD number
- 104369
- Registered since
- February 21, 2001
- Website
- www.lightspeed.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Farid Naib
CEOCRD 6285310

Keith Petzold
Chief Compliance OfficerCRD 2944070

Thomas Gibb
President and Chief Operating OfficerCRD 4750905
Contacts
3 of 29
Evan Berryman
SVPCRD 7380873

Brian Jones
Client ServicesCRD 3173457
Christopher Johnson
DirectorCRD 6864924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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