David C. Lehmann

THE FAMILY FINANCIAL GROUP

NEWTON CENTRE, MA 02459

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CRD#: 5085262

Professional summary

David C Lehmann, CFP® is a registered financial advisor currently at THE FAMILY FINANCIAL GROUP located in Newton Centre, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Lehmann is a majority owner of a CPA firm- Lehmann & Company, LLC-that is an affiliate of Geller & Lehman and provides accounting and tax services to clients, some of whom are also clients of Geller & Lehmann.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David C Lehmann's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

February 8, 2023 - Present

THE FAMILY FINANCIAL GROUP

Office #1: 775 Commonwealth Avenue, Newton Centre, MA 02459

RIA

CRD#: 318908

NEWTON CENTRE, MA

Past

November 10, 2006 - November 2, 2020

GELLER & LEHMANN, LLC

RIA

CRD#: 132310

BALTIMORE, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(2/8/2023)

IAR

Massachusetts
(10/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

THE FAMILY FINANCIAL GROUP

GELLER & LEHMANN | THE FAMILY FINANCIAL GROUP | GELLER & LEHMANN, LLC

CRD#: 318908 / SEC#:

Connecticut

Registered Investment Advisory firm - (4/8/2024 Approved)

Maryland

Registered Investment Advisory firm - (2/8/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (10/5/2023 Approved)

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Contact information

Main Address

775 Commonwealth Avenue, Newton Centre, MA 02459

Mailing Address

Phone number

(410) 583-5540

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David C. Lehmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David C Lehmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE FAMILY FINANCIAL GROUP

GELLER & LEHMANN, LLC

State Registrations and Notice Filings

Exams

Current Firm

THE FAMILY FINANCIAL GROUP

Contact information

Documents

Red Flags

Company Information

THE FAMILY FINANCIAL GROUP

TRUST BUT VERIFY

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