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LB

Lorne Victor Bycoff

CPWA®
THE BYCOFF GROUP
NEW YORK, NY
·CRD# 6274693·11 years registered

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CPWA®
Certified Private Wealth AdvisorValid 2019-08-05 ~ 2023-07-31

Years of Experience

11 years registered in the securities industry

Current & Past Employments

Current

THE BYCOFF GROUP LLCCurrent·CRD# 334192
RIA
New York, NY
August 6, 2025 - Present

Past

OSAIC ADVISORY SERVICES, LLCPast·CRD# 171070
RIA
New York, NY
November 16, 2020 - August 7, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
New York, NY
August 4, 2015 - November 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
June 1, 2015 - November 18, 2020

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Current Firm

TB
THE BYCOFF GROUP LLC

BYCOFF GROUP LLC | THE BYCOFF GROUP LLC

CRD#: 334192 / SEC#: 801-131722
RIA
Registered Investment Advisory firm - SEC (1/2/2025 Approved)

Contact Information

Main Address

New York, NY

Phone Number

(781) 801-5559

# of Employees

2

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

71

AUM (Assets Under Management)

$72,646,995

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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".
TB
THE BYCOFF GROUP LLC

BYCOFF GROUP LLC | THE BYCOFF GROUP LLC

CRD#: 334192 / SEC#: 801-131722
RIA
Registered Investment Advisory firm - SEC (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2015About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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