AdvisorOS Directory
Claim Profile
Unclaimed Profile
LK

Lawrence Jon Koteski

OAKMONT CAPITAL MANAGEMENT, LLC·OAKMONT, Pennsylvania
Series 6, Series 7, Series 63, Series 66Clean record22 years registeredOAKMONT CAPITAL MANAGEMENT, LLC
655 ALLEGHENY AVENUE, OAKMONT, PA 15139CRD# 2765692Firm CRD# 128939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Jon Koteski · OAKMONT, PA
Registration
CRD #2765692 · OAKMONT CAPITAL MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

OAKMONT CAPITAL MANAGEMENT, LLC
Jan 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · January 20, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAKMONT CAPITAL MANAGEMENT, LLC
CRD 128939 · SEC 801-71287
AUM
$528M
Regulatory assets under management
Employees
11
882 client accounts
Services offered by OAKMONT CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at OAKMONT CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Lawrence

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

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

Looking for a financial advisor in OAKMONT?

Browse all registered financial advisors in OAKMONT, Pennsylvania or claim this profile if it's yours.

Browse OAKMONT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lawrence Jon Koteski offer?
Lawrence Jon Koteski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKMONT, Pennsylvania for a consultation.
What are Lawrence Jon Koteski's credentials?
Lawrence Jon Koteski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Jon Koteski located?
Lawrence Jon Koteski is based in OAKMONT, Pennsylvania, working with OAKMONT CAPITAL MANAGEMENT, LLC. Their office serves clients in the OAKMONT metropolitan area and surrounding communities.
How does Lawrence Jon Koteski charge for services?
Lawrence Jon Koteski'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 OAKMONT CAPITAL MANAGEMENT, LLC?
OAKMONT CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $528M 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 →

Other Advisors at OAKMONT CAPITAL MANAGEMENT, LLC

Marc Christopher Defife
OAKMONT, PA
Gina Marie Kovatch
OAKMONT, PA

More Advisors in OAKMONT, Pennsylvania

Aimee Anne Toth
INVICTA ADVISORS LLC·OAKMONT, PA
Gregory Scott Teal
INVICTA ADVISORS LLC·OAKMONT, PA
CFP
Philip Maynard Giambri
INVICTA ADVISORS LLC·OAKMONT, PA
Kristin Marie Pearson
INVICTA ADVISORS LLC·OAKMONT, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile