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

FIND A CAMPBELL LUTYENS & CO. INC. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at CAMPBELL LUTYENS & CO. INC.

CRD#: 133376
BD

Looking for a Financial Advisor at CAMPBELL LUTYENS & CO. INC.?

We have compiled every financial advisor who works at CAMPBELL LUTYENS & CO. INC. in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CAMPBELL LUTYENS & CO. INC. is located at 630 Fifth Ave. 36th Floor, New York, NY 10111 and was first established at New York, Delaware in 03/04/2004. After operating for 22 years, CAMPBELL LUTYENS & CO. INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CAMPBELL LUTYENS & CO. INC.’s clients are individuals and 0% of their clients are high net worth individuals. CAMPBELL LUTYENS & CO. INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CAMPBELL LUTYENS & CO. INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CAMPBELL LUTYENS & CO. INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CAMPBELL LUTYENS & CO. INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for CAMPBELL LUTYENS & CO. INC. Comes From

Understanding the Statistics for CAMPBELL LUTYENS & CO. INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
630 Fifth Ave. 36th Floor, New York, NY 10111
Mailing Address
630 Fifth Ave. 36th Floor, New York, NY 10111
Firm Size
Small
Phone Number
(212) 223-8448
Established
Delaware since 03/04/2004
Firm Type
Corporation
Fiscal year end
April
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CAMPBELL LUTYENS HOLDINGS LIMITEDHOLDING CO. OWNER
COOPER, GERALD LEWISDIRECTOR4848399
DAVIDSSON, CHRISTOFFERPRESIDENT/DIRECTOR3021081
MARROQUIN, GUILLERMODIRECTOR2791001
PANGBORN, JOEL WILLIAMSONCHIEF COMPLIANCE OFFICER5489742
PAOLINO, CHRISTOPHER SRFINANCIAL AND OPERATIONS PRINCIPAL5707178
SANDSTROM, SARAH ANNEDIRECTOR2278556
WIENER, GREGORY SETHAMLCO/DIRECTOR4877612

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at CAMPBELL LUTYENS & CO. INC.

SS

Sarah Anne Sandstrom

Sarah Anne Mcfadden
RR
CRD#: 2278556
Location:
New York, NY 10111
Company:
CAMPBELL LUTYENS & CO. INC.
Disclosures:
Experience:
24 years
View Profile
RD

Remy Daniel Dresner

RR
CRD#: 8065002
Location:
New York, NY 10111
Company:
CAMPBELL LUTYENS & CO. INC.
Disclosures:
Experience:
1 year
View Profile
SH

Seowoo Frederick Han

Fred Han
RR
CRD#: 4830124
Location:
New York, NY 10111
Company:
CAMPBELL LUTYENS & CO. INC.
Disclosures:
Experience:
17 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics