Lydia Nunez-Ferrari
Lydia Nunez-Ferrari is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 27 years of industry experience. Lydia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lydia is the sole member of 833 Borough Park LLC, which owns investment property. She spends minimal time on this activity.
Employment History
Current Registrations
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Jefferies LLC
Previous Registrations
Leucadia Asset Management LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
Credit Suisse Securities (USA) LLCBroker
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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