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SL

Steven A. Lantz-gefroh

OTR GLOBAL
Cranford, NJ 07016
CRD#: 8074381
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SL
Steven Alexander Lantz-gefrohOTR GLOBAL

Professional summary

Steven Alexander Lantz-gefroh, who also goes by Alex Lantz-gefroh, Steven Lantz-gefroh, is a registered financial advisor currently at OTR GLOBAL LLC located in Cranford, New Jersey.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Steven has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Alex Lantz-Gefroh | Steven Lantz-Gefroh

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 Steven Alexander Lantz-gefroh'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®
None

Experience

Current

January 21, 2026 - Present

OTR GLOBAL LLC

Office #1: 25 Commerce Drive, Cranford, NJ 07016
RIA
CRD#: 123809
Cranford, NJ

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
California
(1/21/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/21/2026
Uniform Investment Adviser Law Examination

Current Firm

OG
OTR GLOBAL LLC
OFF THE RECORD RESEARCH LLC | OTR GLOBAL LLC

CRD#: 123809 / SEC#:

California
Registered Investment Advisory firm - (5/6/2003 Approved)
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Contact information

Main Address
One Manhattanville Road Suite 105, Purchase, NY 10577
Mailing Address
Phone number
(914) 908-3994
Established
Firm type
Fiscal year end
# of Employees
75

Documents

Latest Form ADV

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

OTR GLOBAL LLC

CRD#: 123809Cranford, NJ 07016

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