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 has been registered with the SEC since 2001. FINTRX classifies ownership as a mix of a domestic entity and an individual. The record lists the firm as "unclassified" and notes it is not a capital allocator. The profile indicates several negative flags: the firm is not identified as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser or newly formed adviser. FINTRX provides no detail on fee schedules, advisory activities, client segments, or core business lines. Available data is sparse; additional public filings or direct inquiry would be required to understand the firm's client focus, service model, or whether it operates primarily as an advisory business, a broker-dealer affiliate, or a different type of financial entity.
Assets & Accounts
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
Keith Petzold
Chief Compliance OfficerCRD 2944070

Ellen Wile
Chief Project OfficerCRD 4505397

Thomas Gibb
President and Chief Operating OfficerCRD 4750905
Contacts
3 of 30Andrew Pela
Registered Financial ProfessionalCRD 5141367

Charles Homoki
Account Service AssociateCRD 5305908

Christopher Nugent
Client Service RepresentativeCRD 7022415
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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