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Jonathan Solomon Lifschutz

AMERICAN WEALTH ADMINISTRATION GROUP LLC·GLEN COVE, New York
SIE, Series 3, Series 7, Series 15, Series 63, Series 65CFPClean record19 years registeredAMERICAN WEALTH ADMINISTRATION GROUP LLC
50 GLEN COVE ROAD, GLEN COVE, NY 11542CRD# 1383898Firm CRD# 282683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Solomon Lifschutz · GLEN COVE, NY
Registration
CRD #1383898 · AMERICAN WEALTH ADMINISTRATION GROUP LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

AMERICAN WEALTH ADMINISTRATION GROUP LLC
Jul 2016 – present
UNITED ADVISORS
Apr 2014 – Feb 2016
GREAT NECK, NY
MORGAN STANLEY
Jun 2009 – Apr 2014
GREAT NECK, NY
MORGAN STANLEY & CO. INCORPORATED
Apr 2007 – Jun 2009
GREAT NECK, NY
MORGAN STANLEY
Dec 2006 – Apr 2007
GREAT NECK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 15
Series 63
Series 65
Registration record
First registered · December 7, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN WEALTH ADMINISTRATION GROUP LLC
CRD 282683 · SEC 801-107222
AUM
$45M
Regulatory assets under management
Employees
3
266 client accounts
Services offered by AMERICAN WEALTH ADMINISTRATION GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMERICAN WEALTH ADMINISTRATION GROUP LLC →
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05

Frequently Asked Questions

What services does Jonathan Solomon Lifschutz offer?
Jonathan Solomon Lifschutz specializes in Financial Planning, Investment Management. Contact their office in GLEN COVE, New York for a consultation.
What are Jonathan Solomon Lifschutz's credentials?
Jonathan Solomon Lifschutz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jonathan Solomon Lifschutz located?
Jonathan Solomon Lifschutz is based in GLEN COVE, New York, working with AMERICAN WEALTH ADMINISTRATION GROUP LLC. Their office serves clients in the GLEN COVE metropolitan area and surrounding communities.
How does Jonathan Solomon Lifschutz charge for services?
Jonathan Solomon Lifschutz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN WEALTH ADMINISTRATION GROUP LLC?
AMERICAN WEALTH ADMINISTRATION GROUP LLC has approximately 3 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN WEALTH ADMINISTRATION GROUP LLC

Kevin John Hughes
GLEN COVE, NY
George Konstantinos Pappas
GLEN COVE, NY
Timothy John Hughes
GLEN COVE, NY

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