LD
LD

Lyman Delano

12 Years of Experience
New York, NY

Lyman Delano is a registered investment advisor at Beck, Mack & Oliver LLC, based in New York, NY, with 12 years of industry experience. Lyman 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 1,434 clients with $5.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$5.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

565 Fifth Avenue, 19th Floor, New York, NY, 10017-7111

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Beck, Mack & Oliver LLC
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Williams, Jones & Associates, LLC
August 2003 - June 2011 · 7 yrs 10 mos
State Registrations2 states
NYTX
Advisor

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.

Exams
No exam information available for this advisor.
Lyman Delano - Financial Advisor | TrueAdvisor