EXCEED ADVISORY LLC

NEW YORK, New York·2 registered advisors·CRD# 170403
SEC# 801-799580646-580-7046
01

Firm Overview

AUM
$49M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at EXCEED ADVISORY LLC

2 registered advisors
Lawrence Howard Solomon
NEW YORK, New York
Margaret Powell
NEW YORK, New York
05

Office Locations

NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. EXCEED ADVISORY LLC (CRD# 170403) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.