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 SEC-registered since 2001. The firm is listed as owned by a domestic entity and an individual and is classified in the dataset as "Unclassified." The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. The dataset includes limited operational detail: there are no entries for the firm's stated client base, fee schedule, or specific advisory and business activities. The profile also flags that Lightspeed is not designated as a multi-state adviser, not newly formed, and not a pension consultant or related adviser according to the available fields.
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
Co 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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