Lewis Gelbman is a registered investment advisor at Cozzene Advisors INC., based in White Plains, NY, with 4 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cozzene Advisors refers clients to third-party investment advisors. Cozzene Advisors receives a portion of the fee charged by the third-party investment advisor, not to exceed 1.00% of the assets managed by the third party. For clients introduced to Vision Financial Markets, LLC, Cozzene Advisors receives 50% of the total advisory fee. For clients introduced to Morgan Stanley Smith Barney, Cozzene Advisors receives 0.25% annually of the assets managed. The fee charged by Cozzene Advisors is not negotiable.
Location
4 New King Street Suite 101, White Plains, NY, 10604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cozzene Advisors INC.
State Registrations1 state
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