Scott Lasky
Scott Lasky is a CFP-designated registered investment advisor at Lionshead Wealth Management, LLC, based in New York, NY, with 13 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 99 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Clients of record prior to January 1, 2025 are subject to annual fees that vary between 0.45% to 1.25%.
Fee Estimator
Location
250 West 55th Street, 17th Floor, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is the owner/manager of Lionshead Advisory, selling fixed life insurance since 2010. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Lionshead Wealth Management, LLC
Previous Registrations
Wilmington Capital Securities, LLC
Wilmington Capital Securities, LLCBroker
Forefront Capital Markets LLCBroker
Forefront Capital Markets LLCBroker
Comprehensive Capital Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.