Unclaimed Profile

Lino Sergo

VAN CLEEF ASSET MANAGEMENT INC·BEACHWOOD, Ohio

Series 65Clean record15 years registeredVAN CLEEF ASSET MANAGEMENT INC

3201 ENTERPRISE PKWY, BEACHWOOD, OH 44122CRD# 4659449Firm CRD# 105768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lino Sergo · BEACHWOOD, OH

Registration

CRD #4659449 · VAN CLEEF ASSET MANAGEMENT INC · 15 years registered

Brand Profile

Not yet started

Career History

VAN CLEEF ASSET MANAGEMENT INC

Jan 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VAN CLEEF ASSET MANAGEMENT INC

CRD 105768 · SEC 801-32604

AUM

$894M

Regulatory assets under management

Employees

652 client accounts

Services offered by VAN CLEEF ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VAN CLEEF ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Lino Sergo offer?

Lino Sergo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Lino Sergo's credentials?

Lino Sergo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lino Sergo located?

Lino Sergo is based in BEACHWOOD, Ohio, working with VAN CLEEF ASSET MANAGEMENT INC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Lino Sergo charge for services?

Lino Sergo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VAN CLEEF ASSET MANAGEMENT INC?

VAN CLEEF ASSET MANAGEMENT INC has approximately 5 employees and manages $894M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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