Unclaimed Profile

Randall Lewis Manley

LODESTAR PRIVATE ASSET MANAGEMENT LLC·ALAMO, California

Series 7, Series 24, Series 63Clean record29 years registeredLODESTAR PRIVATE ASSET MANAGEMENT LLC

3201 DANVILLE BLVD, ALAMO, CA 94507CRD# 1142277Firm CRD# 107638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randall Lewis Manley · ALAMO, CA

Registration

CRD #1142277 · LODESTAR PRIVATE ASSET MANAGEMENT LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LODESTAR PRIVATE ASSET MANAGEMENT LLC

LONDON PACIFIC ADVISORS

Mar 2000 – Jan 2004

ALAMO, CA

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Jul 1997 – Jul 2021

ALAMO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

CRD 107638 · SEC 801-37511

AUM

$980M

Regulatory assets under management

Employees

1,687 client accounts

Services offered by LODESTAR PRIVATE ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LODESTAR PRIVATE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Randall Lewis Manley offer?

Randall Lewis Manley specializes in Financial Planning, Investment Management, Wealth Management.

What are Randall Lewis Manley's credentials?

Randall Lewis Manley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randall Lewis Manley located?

Randall Lewis Manley is based in ALAMO, California, last registered with LODESTAR PRIVATE ASSET MANAGEMENT LLC.

How does Randall Lewis Manley charge for services?

Randall Lewis Manley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LODESTAR PRIVATE ASSET MANAGEMENT LLC?

LODESTAR PRIVATE ASSET MANAGEMENT LLC has approximately 8 employees and manages $980M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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