Brian Lockwood is a CFA-designated registered investment advisor at Piton Investment Management, LP, based in Garden City, NY, with 6 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Piton Investment Management offers fixed-income and customized investment advisory services. The fees for managing your investments generally range between 0% and 1.0% of the value of your portfolio each year, charged after the period is over. Piton can negotiate fees based on factors like the complexity of the investment strategy, the size of your portfolio, related accounts, existing relationships, and the composition of your account.
Location
401 Franklin Avenue, Suite 202B, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a portfolio manager for the OCIO ETF at ClearShares, LLC, making investment decisions. This activity takes a few hours per week during trading hours.
Employment History
Current Registrations
Piton Investment Management, LP
State Registrations2 states
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