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 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

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