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CRD#: 335457
RIA

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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

Where the Statistical Data for LUNEDI CAPITAL LLC Comes From

Understanding the Statistics for LUNEDI CAPITAL LLC and How They Compare to Other Firms Through Our Analysis

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

FIRM INFORMATION

Main Address
228 Park Ave S, Suite 85451, New York, NY 10003
Phone Number
+48 538 366 555
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

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

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Advisor's working at LUNEDI CAPITAL LLC

Thomas Howard Acerra Jr.
AdvisorCheck Check Mark

Thomas Howard Acerra Jr.

Thomas Acerra
IAR
RR
CRD#: 6344011
Location:
Red Bank, NJ

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
11 years
JB
AdvisorCheck Check Mark

Jose Antonio Baldiviezo

RR
CRD#: 8189621
Location:
San Diego, CA 92101

Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Disclosures:
Experience:
1 year
Philip David Meese
AdvisorCheck Check Mark

Philip David Meese

IAR
CRD#: 7759875
Location:
Darien, CT 06820

Registered Affiliation(s):AE WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
3 years
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