Natanel Lipschitz
Natanel Lipschitz is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 20 years of industry experience. Natanel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
330 W 38th St Ste 901, New York, NY, 10018
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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
Natanel is an independent insurance agent selling various insurance products since 2005, dedicating a few hours per week. He also provides life insurance case design and support for Elite Financial Solutions, and is a committee member for Moriah School.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nylife Securities LLCBroker
State Registrations9 states
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