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Jeffrey Adam Lipsitz

CORTEC GROUP MANAGEMENT SERVICES, LLC·NEW YORK, New York
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140 EAST 45TH STREET, 43RD FLOOR, NEW YORK, NY 10017CRD# 6026935Firm CRD# 161429
01

About

Jeffrey Adam Lipsitz is a registered financial advisor based in NEW YORK, New York, affiliated with CORTEC GROUP MANAGEMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CORTEC GROUP MANAGEMENT SERVICES, LLC
CORTEC GROUP MANAGEMENT SERVICES, LLC
AUM
$6.9B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at CORTEC GROUP MANAGEMENT SERVICES, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6026935
Firm CRD# 161429
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Adam Lipsitz offer?
Jeffrey Adam Lipsitz specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Jeffrey Adam Lipsitz's credentials?
Jeffrey Adam Lipsitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Adam Lipsitz located?
Jeffrey Adam Lipsitz is based in NEW YORK, New York, working with CORTEC GROUP MANAGEMENT SERVICES, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Jeffrey Adam Lipsitz charge for services?
Jeffrey Adam Lipsitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORTEC GROUP MANAGEMENT SERVICES, LLC?
CORTEC GROUP MANAGEMENT SERVICES, LLC has approximately 29 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORTEC GROUP MANAGEMENT SERVICES, LLC

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Jeffrey Ryan Shannon
NEW YORK, NY
Jonathan Stein
NEW YORK, NY
Michael Edward Najjar
NEW YORK, NY
Michael Stewart Neuberger
NEW YORK, NY
Richard Scott Schafler
NEW YORK, NY

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