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Angela Elizabeth Lavelle

THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC·PLEASANTVILLE, New York
Clean 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
Disclosure history
Clean record · no disclosure events on file
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About

Angela Elizabeth Lavelle is a registered financial advisor based in PLEASANTVILLE, New York, affiliated with THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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Firm Overview

Firm
THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC
AUM
$148M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4878444
Firm CRD# 298222
View on FINRA BrokerCheck →

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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

Anthony Michael Coveney
PLEASANTVILLE, NY
Emma Louise Anderson
PLEASANTVILLE, NY
Eric Michael Earnhardt
PLEASANTVILLE, NY
Michael Nmn Seemann
PLEASANTVILLE, NY
Thomas Ulf Michael Sieg
PLEASANTVILLE, NY

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