Lightspeed Financial Services Group LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
34
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 registered with the SEC since 2001 and operates as a limited liability company. Public filings present the firm as owned by a domestic entity and an individual and classify it as "unclassified." The available disclosures are sparse: the firm is not identified as a capital allocator, is not an active ESG investor, and is not reported to function as a pension consultant or related adviser. Fee structure, client segments, and detailed business or advisory activities were not provided in the source data.

Assets & Accounts

Investments & Alternatives

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
  • Keith Petzold

    Keith Petzold

    Chief Compliance OfficerCRD 2944070

  • Ellen Wile

    Ellen Wile

    Chief Project OfficerCRD 4505397

  • Thomas Gibb

    Thomas Gibb

    President and Chief Operating OfficerCRD 4750905

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Contacts

3 of 30
  • Andrew Pela

    Registered Financial ProfessionalCRD 5141367

  • Charles Homoki

    Charles Homoki

    Account Service AssociateCRD 5305908

  • Christopher Nugent

    Christopher Nugent

    Client Service RepresentativeCRD 7022415

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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