Unclaimed Profile

Michal Levy Lopatin

VENERABLE INVESTMENT ADVISERS, LLC·WEST CHESTER, Pennsylvania

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Michal Levy Lopatin is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with VENERABLE INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

VENERABLE INVESTMENT ADVISERS, LLC

AUM

$9.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VENERABLE INVESTMENT ADVISERS, LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4234096

Firm CRD# 330755

View on FINRA BrokerCheck →

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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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