AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LR

Lacy Redwine

CONSERVEST CAPITAL ADVISORS
Wynnewood, PA 19096
Some features on this profile are disabled
CRD#: 7430841
LR

Professional summary

Lacy Redwine, who also goes by Lacy Panossian, Lacy Redwine-panossian, is a registered financial advisor currently at CONSERVEST CAPITAL ADVISORS INC located in Wynnewood, Pennsylvania.

Lacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lacy has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lacy Panossian | Lacy Redwine-Panossian

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lacy Redwine'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®
None

Experience

Current

March 3, 2025 - Present

CONSERVEST CAPITAL ADVISORS INC

Office #1: 257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096
RIA
CRD#: 111353
Wynnewood, PA

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".
CC
CONSERVEST CAPITAL ADVISORS INC
CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA
Registered Investment Advisory firm - (7/30/1993 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
Pennsylvania
(3/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/2/2024
Securities Industry Essentials Examination

Current Firm

CC
CONSERVEST CAPITAL ADVISORS INC
CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA
Registered Investment Advisory firm - (7/30/1993 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096
Mailing Address
Phone number
(610) 642-9588
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART II (3/26/2025)

Regulatory assets under management

Total Number of Accounts298
AUM (Assets Under Management)$ 1,724,888,131

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.

Company Information

CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353Wynnewood, PA 19096

TRUST BUT VERIFY

Monitor Lacy Redwine

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul B Mullen
Paul MullenAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Horsham, PA
Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
Jeffrey Michael Kropp
Jeffrey KroppAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Chadds Ford, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.