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Lynn Renee Najman

LRN ASSOCIATES LTD.·GREAT NECK, New York
Clean record1 years registeredLRN ASSOCIATES LTD.
40 CUTTERMILL ROAD, GREAT NECK, NY 11021CRD# 724958Firm CRD# 121231

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynn Renee Najman · GREAT NECK, NY
Registration
CRD #724958 · LRN ASSOCIATES LTD. · 1 years registered
Brand Profile
Not yet started
01

Career History

CARNEGIE INVESTMENT COUNSEL
Feb 2025 – present
02

Registrations & Exams

Registration record
First registered · February 19, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LRN ASSOCIATES LTD.
CRD 121231 · SEC 801-110896
AUM
$42M
Regulatory assets under management
Employees
1
78 client accounts
Services offered by LRN ASSOCIATES LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LRN ASSOCIATES LTD. →
Introduction

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05

Frequently Asked Questions

What services does Lynn Renee Najman offer?
Lynn Renee Najman specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.
What are Lynn Renee Najman's credentials?
Lynn Renee Najman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Renee Najman located?
Lynn Renee Najman is based in GREAT NECK, New York, working with LRN ASSOCIATES LTD.. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Lynn Renee Najman charge for services?
Lynn Renee Najman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LRN ASSOCIATES LTD.?
LRN ASSOCIATES LTD. has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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