Unclaimed Profile

Jack Lewis Salzman

KINGS POINT CAPITAL MANAGEMENT LLC·GREAT NECK, New York

Clean recordKINGS POINT CAPITAL MANAGEMENT LLC

60 CUTTERMILL ROAD, GREAT NECK, NY 11021CRD# 409672Firm CRD# 137728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack Lewis Salzman · GREAT NECK, NY

Registration

CRD #409672 · KINGS POINT CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jack Lewis Salzman is a registered financial advisor based in GREAT NECK, New York, affiliated with KINGS POINT CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KINGS POINT CAPITAL MANAGEMENT LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KINGS POINT CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 409672

Firm CRD# 137728

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jack Lewis Salzman offer?

Jack Lewis Salzman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREAT NECK, New York for a consultation.

What are Jack Lewis Salzman's credentials?

Jack Lewis Salzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Lewis Salzman located?

Jack Lewis Salzman is based in GREAT NECK, New York, working with KINGS POINT CAPITAL MANAGEMENT LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.

How does Jack Lewis Salzman charge for services?

Jack Lewis Salzman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KINGS POINT CAPITAL MANAGEMENT LLC?

KINGS POINT CAPITAL MANAGEMENT LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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