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THE CREDIT STRATEGIST GROUP, LLC
THE CREDIT STRATEGIST GROUP, LLC
WEST PALM BEACH, Florida
·
6 registered advisors
·
CRD# 175311
SEC# 801-81158
917-957-7893
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at THE CREDIT STRATEGIST GROUP, LLC
6 registered advisors
Alessia Nicole Lewitt
WEST PALM BEACH, Florida
CRD# 6559023
Alexander Gabriel Lewitt
WEST PALM BEACH, Florida
CRD# 6559020
Marcie Jill Engel
BOCA RATON, Florida
CRD# 6130813
Michael Sobel Kirsh
BOCA RATON, Florida
CRD# 2344910
Preston Jameson Lewitt
WEST PALM BEACH, Florida
CRD# 6559026
Randall J Shaw
WEST PALM BEACH, Florida
CRD# 3118773
05
Office Locations
WEST PALM BEACH, Florida
4 advisors
BOCA RATON, Florida
2 advisors
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Data sourced from SEC Form ADV filings. THE CREDIT STRATEGIST GROUP, LLC (CRD# 175311) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.