Lightspeed Financial Services Group LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
33
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 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

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
  • Farid Naib

    Farid Naib

    CEOCRD 6285310

  • Keith Petzold

    Keith Petzold

    Chief Compliance OfficerCRD 2944070

  • Thomas Gibb

    Co President and Chief Operating OfficerCRD 4750905

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Contacts

3 of 29
  • Evan Berryman

    Evan Berryman

    SVPCRD 7380873

  • Brian Jones

    Brian Jones

    Client ServicesCRD 3173457

  • Christopher Johnson

    Christopher Johnson

    DirectorCRD 6864924

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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