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Brian Matthew Lockwood

PITON INVESTMENT MANAGEMENT, LP·GARDEN CITY, New York
Unclaimed Profile
401 FRANKLIN AVENUE, GARDEN CITY, NY 11530CRD# 2402096Firm CRD# 282517
01

About

Brian Matthew Lockwood is a registered financial advisor based in GARDEN CITY, New York, affiliated with PITON INVESTMENT MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
PITON INVESTMENT MANAGEMENT, LP
PITON INVESTMENT MANAGEMENT, LP
AUM
$920M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PITON INVESTMENT MANAGEMENT, LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2402096
Firm CRD# 282517
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Matthew Lockwood offer?
Brian Matthew Lockwood specializes in Investment Management, Wealth Management. Contact their office in GARDEN CITY, New York for a consultation.
What are Brian Matthew Lockwood's credentials?
Brian Matthew Lockwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Matthew Lockwood located?
Brian Matthew Lockwood is based in GARDEN CITY, New York, working with PITON INVESTMENT MANAGEMENT, LP. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.
How does Brian Matthew Lockwood charge for services?
Brian Matthew Lockwood's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PITON INVESTMENT MANAGEMENT, LP?
PITON INVESTMENT MANAGEMENT, LP has approximately 10 employees and manages $920M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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