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Glenn Thomas Migliozzi

LAKEWATER CAPITAL LLC·SKANEATELES, New York
Clean recordLAKEWATER CAPITAL LLC
3 FENNEL STREET, SKANEATELES, NY 13152CRD# 1874135Firm CRD# 169909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Glenn Thomas Migliozzi · SKANEATELES, NY
Registration
CRD #1874135 · LAKEWATER CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Glenn Thomas Migliozzi is a registered financial advisor based in SKANEATELES, New York, affiliated with LAKEWATER CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LAKEWATER CAPITAL LLC
LAKEWATER CAPITAL LLC
AUM
$41M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LAKEWATER CAPITAL LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1874135
Firm CRD# 169909
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Glenn Thomas Migliozzi offer?
Glenn Thomas Migliozzi specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SKANEATELES, New York for a consultation.
What are Glenn Thomas Migliozzi's credentials?
Glenn Thomas Migliozzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Glenn Thomas Migliozzi located?
Glenn Thomas Migliozzi is based in SKANEATELES, New York, working with LAKEWATER CAPITAL LLC. Their office serves clients in the SKANEATELES metropolitan area and surrounding communities.
How does Glenn Thomas Migliozzi charge for services?
Glenn Thomas Migliozzi'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 LAKEWATER CAPITAL LLC?
LAKEWATER CAPITAL LLC has approximately 6 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LAKEWATER CAPITAL LLC

Edward Joseph Casey
SKANEATELES, NY
Daniel Anthony Sperrazza
SKANEATELES, NY
Gerold Felix Lothar Klauer
SKANEATELES, NY

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