AdvisorOS Directory
Claim Profile
Unclaimed Profile
KL

Kathryn Elizabeth Lawlor

GULFSTREAM CM, LLC·SUMMIT, New Jersey
SIE, Series 7, Series 25, Series 52TOClean recordGULFSTREAM CM, LLC
450 SPRINGFIELD AVENUE, SUITE 204, SUMMIT, NJ 07901CRD# 4715219Firm CRD# 165459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Elizabeth Lawlor · SUMMIT, NJ
Registration
CRD #4715219 · GULFSTREAM CM, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 25
Series 52TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GULFSTREAM CM, LLC
CRD 165459 · SEC 801-77699
AUM
$244M
Regulatory assets under management
Employees
8
21 client accounts
Services offered by GULFSTREAM CM, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at GULFSTREAM CM, LLC →
Introduction

Speak with Kathryn

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

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

Looking for a financial advisor in SUMMIT?

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

Browse SUMMIT AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Kathryn Elizabeth Lawlor offer?
Kathryn Elizabeth Lawlor specializes in Investment Management, Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.
What are Kathryn Elizabeth Lawlor's credentials?
Kathryn Elizabeth Lawlor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Elizabeth Lawlor located?
Kathryn Elizabeth Lawlor is based in SUMMIT, New Jersey, working with GULFSTREAM CM, LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Kathryn Elizabeth Lawlor charge for services?
Kathryn Elizabeth Lawlor'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 GULFSTREAM CM, LLC?
GULFSTREAM CM, LLC has approximately 8 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GULFSTREAM CM, LLC

Ryan Keith Posner
SUMMIT, NJ
CFA
Stephen Michael Barral
SUMMIT, NJ
Steven Bradley Mell
SUMMIT, NJ

More Advisors in SUMMIT, New Jersey

Peter Joshua Turk
TURK CAPITAL LLC·SUMMIT, NJ
Michael Henderson Cornell
GRANITE SPRINGS ASSET MANAGEMENT, LLC·SUMMIT, NJ
Gerald Aldo Donini
EVERMORE GLOBAL ADVISORS, LLC·SUMMIT, NJ
Maria Lourdes Kattan-Chrin
CIRCLE WEALTH MANAGEMENT, LLC·SUMMIT, NJ
Daniel Michael Flath
CIRCLE WEALTH MANAGEMENT, LLC·SUMMIT, NJ
Christopher Joseph Trompeter
TRADITION CAPITAL MANAGEMENT LLC·SUMMIT, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)PARAMUS (24)
City Guides
JERSEY CITY GuidePRINCETON GuideRED BANK GuideNEWARK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile