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Angela Elizabeth Lavelle

THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC·PLEASANTVILLE, New York
SIE, Series 7, Series 24, Series 28, Series 63, Series 99TOClean recordTHOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC
427 BEDFORD ROAD, PLEASANTVILLE, NY 10570CRD# 4878444Firm CRD# 298222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Elizabeth Lavelle · PLEASANTVILLE, NY
Registration
CRD #4878444 · THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC
CRD 298222 · SEC 801-113991
AUM
$148M
Regulatory assets under management
Employees
6
1 client accounts
Services offered by THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC →
Introduction

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Frequently Asked Questions

What services does Angela Elizabeth Lavelle offer?
Angela Elizabeth Lavelle specializes in Retirement Planning. Contact their office in PLEASANTVILLE, New York for a consultation.
What are Angela Elizabeth Lavelle's credentials?
Angela Elizabeth Lavelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Elizabeth Lavelle located?
Angela Elizabeth Lavelle is based in PLEASANTVILLE, New York, working with THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC. Their office serves clients in the PLEASANTVILLE metropolitan area and surrounding communities.
How does Angela Elizabeth Lavelle charge for services?
Angela Elizabeth Lavelle's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC?
THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC has approximately 6 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC

Eric Michael Earnhardt
PLEASANTVILLE, NY
CFA
Anthony Michael Coveney
PLEASANTVILLE, NY

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