Lorne V. Bycoff

THE BYCOFF GROUP LLC

NEW YORK, NY

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CRD#: 6274693

Professional summary

Lorne Victor Bycoff, CPWA® is a registered financial advisor currently at THE BYCOFF GROUP LLC located in New York, New York.

Lorne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lorne has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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.

1)Duke Young Alumni Development Council;not investment related;Durham,NC;advisory board member;5/24/2017;1 hr/month;0 hrs during trading;advisory board member 2)Men of Reform Judaism;not investment related;New York,NY 10017;grants to reform Jewish organizations and events on college campuses;3/2/2016;1 hr/month;0 hrs during trading;assisting with the granting process

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorne Victor Bycoff's CRS (Customer Relationship Summary).

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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2019-08-05

Expire date: 2023-07-31

Experience

Current

August 6, 2025 - Present

THE BYCOFF GROUP LLC

RIA

CRD#: 334192

NEW YORK, NY

Past

November 16, 2020 - August 7, 2025

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

New York, NY

Past

August 4, 2015 - November 18, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

June 1, 2015 - November 18, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE BYCOFF GROUP LLC

CRD#: 334192 / SEC#: 801-131722

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

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

New York
(8/6/2025)

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

State Security Law Exam

IAR

Series 66

Date: 8/3/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2015

General Securities Representative Examination

Current Firm

THE BYCOFF GROUP LLC

CRD#: 334192 / SEC#: 801-131722

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

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Contact information

Main Address

New York, NY

Mailing Address

Phone number

(781) 801-5559

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 36,710,296

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Lorne V. Bycoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorne Victor Bycoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BYCOFF GROUP LLC

OSAIC ADVISORY SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

THE BYCOFF GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2015

Current Firm

THE BYCOFF GROUP LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

THE BYCOFF GROUP LLC

TRUST BUT VERIFY

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