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BL

Bo Lan

SATOVSKY ASSET MANAGEMENT LLC
NEW YORK, NY 10012
Some features on this profile are disabled
CRD#: 7440276
BL

Professional summary

Bo Lan is a registered financial advisor currently at SATOVSKY ASSET MANAGEMENT LLC located in New York, New York.

Bo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bo has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bo Lan'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

January 11, 2022 - Present

SATOVSKY ASSET MANAGEMENT LLC

Office #1: 149 Spring Street Floor 4, New York, NY 10012
RIA
CRD#: 143519
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".
SA
SATOVSKY ASSET MANAGEMENT LLC
S & A ADVISORS | SATOVSKY ASSET MANAGEMENT LLC | SAM ALPHA, LLC (RELYING ADVISER)

CRD#: 143519 / SEC#: 801-68060

RIA
Registered Investment Advisory firm - (6/25/2007 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
(1/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2022
Uniform Investment Adviser Law Examination

Current Firm

SA
SATOVSKY ASSET MANAGEMENT LLC
S & A ADVISORS | SATOVSKY ASSET MANAGEMENT LLC | SAM ALPHA, LLC (RELYING ADVISER)

CRD#: 143519 / SEC#: 801-68060

RIA
Registered Investment Advisory firm - (6/25/2007 Approved)
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Contact information

Main Address
149 Spring Street Floor 4, New York, NY 10012
Mailing Address
Phone number
(212) 584-1900
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (10 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

SATOVSKY ASSET MANAGEMENT PART 2A BROCHURE (7/10/2025)

Regulatory assets under management

Total Number of Accounts212
AUM (Assets Under Management)$ 843,741,522

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

SATOVSKY ASSET MANAGEMENT LLC

CRD#: 143519New York, NY 10012

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