AdvisorOS Directory
Claim Profile
LM

Lynn Marie Magnus

LONG RUN WEALTH ADVISORS, LLC·LAKE PLACID, New York
Unclaimed Profile
55 BARN ROAD, LAKE PLACID, NY 12946CRD# 5217100Firm CRD# 311415
01

About

Lynn Marie Magnus is a registered financial advisor based in LAKE PLACID, New York, affiliated with LONG RUN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LONG RUN WEALTH ADVISORS, LLC
LONG RUN WEALTH ADVISORS, LLC
AUM
$442M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LONG RUN WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5217100
Firm CRD# 311415
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE PLACID?

Browse all registered financial advisors in LAKE PLACID, New York or claim this profile if it's yours.

Browse LAKE PLACID AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lynn Marie Magnus offer?
Lynn Marie Magnus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE PLACID, New York for a consultation.
What are Lynn Marie Magnus's credentials?
Lynn Marie Magnus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Marie Magnus located?
Lynn Marie Magnus is based in LAKE PLACID, New York, working with LONG RUN WEALTH ADVISORS, LLC. Their office serves clients in the LAKE PLACID metropolitan area and surrounding communities.
How does Lynn Marie Magnus charge for services?
Lynn Marie Magnus's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONG RUN WEALTH ADVISORS, LLC?
LONG RUN WEALTH ADVISORS, LLC has approximately 9 employees and manages $442M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKE PLACID
Gwynanne M Bissonette — CURTIS & BISSONETTE INCKevin Michael Brady — LONG RUN WEALTH ADVISORS, LLCCharles Gale Cowan — LONG RUN WEALTH ADVISORS, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile