AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

Joshua Matthew Lefler

ZYBR CAPITAL MANAGEMENT LLC·OYSTER BAY, New York
SIE, Series 57TOClean recordZYBR CAPITAL MANAGEMENT LLC
14 E. MAIN STREET, OYSTER BAY, NY 11771CRD# 4512687Firm CRD# 298151

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Matthew Lefler · OYSTER BAY, NY
Registration
CRD #4512687 · ZYBR CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 57TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ZYBR CAPITAL MANAGEMENT LLC
CRD 298151 · SEC 801-113956
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Services offered by ZYBR CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ZYBR CAPITAL MANAGEMENT LLC →
Introduction

Speak with Joshua

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joshua is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OYSTER BAY?

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

Browse OYSTER BAY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Joshua Matthew Lefler offer?
Joshua Matthew Lefler specializes in Investment Management. Contact their office in OYSTER BAY, New York for a consultation.
What are Joshua Matthew Lefler's credentials?
Joshua Matthew Lefler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Matthew Lefler located?
Joshua Matthew Lefler is based in OYSTER BAY, New York, working with ZYBR CAPITAL MANAGEMENT LLC. Their office serves clients in the OYSTER BAY metropolitan area and surrounding communities.
How does Joshua Matthew Lefler charge for services?
Joshua Matthew Lefler's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZYBR CAPITAL MANAGEMENT LLC?
ZYBR CAPITAL MANAGEMENT LLC has approximately 3 employees. 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 →

More Advisors in OYSTER BAY, New York

Joseph Carmelo Capezza
COVE PRIVATE WEALTH, LLC·OYSTER BAY, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile