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Ilya Lisansky

RARITAN VALLEY CAPITAL MANAGEMENT LLC·WESTFIELD, New Jersey
SIE, Series 7, Series 24, Series 63Clean recordRARITAN VALLEY CAPITAL MANAGEMENT LLC
240-244 NORTH AVE WEST, WESTFIELD, NJ 07090CRD# 5427897Firm CRD# 173664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ilya Lisansky · WESTFIELD, NJ
Registration
CRD #5427897 · RARITAN VALLEY CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RARITAN VALLEY CAPITAL MANAGEMENT LLC
CRD 173664 · SEC 801-80833
AUM
$147M
Regulatory assets under management
Employees
8
1 client accounts
Services offered by RARITAN VALLEY CAPITAL MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at RARITAN VALLEY CAPITAL MANAGEMENT LLC →
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Frequently Asked Questions

What services does Ilya Lisansky offer?
Ilya Lisansky specializes in Retirement Planning. Contact their office in WESTFIELD, New Jersey for a consultation.
What are Ilya Lisansky's credentials?
Ilya Lisansky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ilya Lisansky located?
Ilya Lisansky is based in WESTFIELD, New Jersey, working with RARITAN VALLEY CAPITAL MANAGEMENT LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.
How does Ilya Lisansky charge for services?
Ilya Lisansky's firm is compensated through performance-based fees, other: negotiated management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RARITAN VALLEY CAPITAL MANAGEMENT LLC?
RARITAN VALLEY CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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