AdvisorOS Directory
Claim Profile
Unclaimed Profile
LL

Leslie Jean Lammers

RIVERSTONE ADVISORS, LLC·SCARSDALE, New York
Series 7, Series 63, Series 65Clean record25 years registeredRIVERSTONE ADVISORS, LLC
700 WHITE PLAINS ROAD, SCARSDALE, NY 10583CRD# 2287680Firm CRD# 130346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leslie Jean Lammers · SCARSDALE, NY
Registration
CRD #2287680 · RIVERSTONE ADVISORS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

RIVERSTONE ADVISORS, LLC
Mar 2004 – present
MORSE WILLIAMS & CO. INC.
Aug 2001 – Nov 2006
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 7, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RIVERSTONE ADVISORS, LLC
CRD 130346 · SEC 801-62778
AUM
$329M
Regulatory assets under management
Employees
4
418 client accounts
Services offered by RIVERSTONE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RIVERSTONE ADVISORS, LLC →
Introduction

Speak with Leslie

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

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

Looking for a financial advisor in SCARSDALE?

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

Browse SCARSDALE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Leslie Jean Lammers offer?
Leslie Jean Lammers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCARSDALE, New York for a consultation.
What are Leslie Jean Lammers's credentials?
Leslie Jean Lammers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Jean Lammers located?
Leslie Jean Lammers is based in SCARSDALE, New York, working with RIVERSTONE ADVISORS, LLC. Their office serves clients in the SCARSDALE metropolitan area and surrounding communities.
How does Leslie Jean Lammers charge for services?
Leslie Jean Lammers'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 RIVERSTONE ADVISORS, LLC?
RIVERSTONE ADVISORS, LLC has approximately 4 employees and manages $329M 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 →

More Advisors in SCARSDALE, New York

Adam Drew Egelberg
GLENVILLE CAPITAL MANAGEMENT, LLC·SCARSDALE, NY
Francisco Jose Faraco
FARACO, FRANCISCO JOSE·SCARSDALE, NY
Andrew Jesse White
PRIMA CAPITAL ADVISORS LLC·SCARSDALE, NY
Anna K Pfaehler
PALISADES HUDSON ASSET MANAGEMENT, L.P.·SCARSDALE, NY
Anthony Louis Olivieri
DUNHAM LANE CAPITAL PARTNERS LLC·SCARSDALE, NY
Norman Harold Chait
NARDIS ADVISORS LLC·SCARSDALE, 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