AdvisorOS Directory
Claim Profile
Unclaimed Profile
DL

David Steven Lichtenstein

SYCAMORE MANAGEMENT CORPORATION·PRINCETON, New Jersey
Clean recordSYCAMORE MANAGEMENT CORPORATION
731 ALEXANDER ROAD, PRINCETON, NJ 08540CRD# 1144880Firm CRD# 159683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Steven Lichtenstein · PRINCETON, NJ
Registration
CRD #1144880 · SYCAMORE MANAGEMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Steven Lichtenstein is a registered financial advisor based in PRINCETON, New Jersey, affiliated with SYCAMORE MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SYCAMORE MANAGEMENT CORPORATION
SYCAMORE VENTURES
AUM
$191M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SYCAMORE MANAGEMENT CORPORATION →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1144880
Firm CRD# 159683
View on FINRA BrokerCheck →

Looking for a financial advisor in PRINCETON?

Browse all registered financial advisors in PRINCETON, New Jersey or claim this profile if it's yours.

Browse PRINCETON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Steven Lichtenstein offer?
David Steven Lichtenstein specializes in Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.
What are David Steven Lichtenstein's credentials?
David Steven Lichtenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Steven Lichtenstein located?
David Steven Lichtenstein is based in PRINCETON, New Jersey, working with SYCAMORE MANAGEMENT CORPORATION. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does David Steven Lichtenstein charge for services?
David Steven Lichtenstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYCAMORE MANAGEMENT CORPORATION?
SYCAMORE MANAGEMENT CORPORATION is a registered investment adviser with the SEC, managing $191M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SYCAMORE MANAGEMENT CORPORATION

Ravi Pratap Singh
PRINCETON, NJ
John Russell Whitman
PRINCETON, NJ
Kilin Nmi To
PRINCETON, NJ
Peter Goelet Gerry
PRINCETON, NJ

More Advisors in PRINCETON, New Jersey

Sarfraz Hamid Lalani
ROC RESOURCES, LLC·PRINCETON, NJ
Richard Kyle Oring
NEW CENTURY FINANCIAL GROUP, LLC·PRINCETON, NJ
Robert Tulloss Keck
6800 CAPITAL, L.L.C.·PRINCETON, NJ
Scott Robert Hobart
MERCATOR MANAGEMENT (USA) LP·PRINCETON, NJ
Brian Keith Williamson
ROC RESOURCES, LLC·PRINCETON, NJ
Robert Thurston Hoffman
PRINCETON CAPITAL MANAGEMENT INC·PRINCETON, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)SHORT HILLS (65)PARSIPPANY (61)CHATHAM (51)ENGLEWOOD (46)MONTVALE (40)
City Guides
NEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile