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Michal Levy Lopatin

VENERABLE INVESTMENT ADVISERS, LLC·WEST CHESTER, Pennsylvania
SIE, Series 6, Series 26, Series 99TOClean recordVENERABLE INVESTMENT ADVISERS, LLC
1475 DUNWOODY DRIVE, WEST CHESTER, PA 19380CRD# 4234096Firm CRD# 330755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michal Levy Lopatin · WEST CHESTER, PA
Registration
CRD #4234096 · VENERABLE INVESTMENT ADVISERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VENERABLE INVESTMENT ADVISERS, LLC
CRD 330755 · SEC 801-130496
AUM
$9.7B
Regulatory assets under management
Employees
10
5 client accounts
Services offered by VENERABLE INVESTMENT ADVISERS, LLC
Per Form ADV
Portfolio management (pooled investments)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at VENERABLE INVESTMENT ADVISERS, LLC →
Introduction

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Frequently Asked Questions

What services does Michal Levy Lopatin offer?
Michal Levy Lopatin specializes in Investment Management, Fee-Only Advisory. Contact their office in WEST CHESTER, Pennsylvania for a consultation.
What are Michal Levy Lopatin's credentials?
Michal Levy Lopatin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michal Levy Lopatin located?
Michal Levy Lopatin is based in WEST CHESTER, Pennsylvania, working with VENERABLE INVESTMENT ADVISERS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Michal Levy Lopatin charge for services?
Michal Levy Lopatin'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 VENERABLE INVESTMENT ADVISERS, LLC?
VENERABLE INVESTMENT ADVISERS, LLC has approximately 10 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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