Lawrence Melcer is a registered investment advisor at Ein Sof Advisors, LLC, based in Boca Raton, FL, with 12 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 17 clients with $27M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$27.1M
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Location
499 E Palmetto Park Rd Ste 229, Boca Raton, FL, 33432
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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.
Learn about disclosures →Employment History
Current Registrations
Ein Sof Advisors, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Ein Sof Advisors, LLC
July 2021 - December 2024 · 3 yrs 5 mos
A.G.P / Alliance Global Partners
July 2020 - July 2021 · 1 yr
A.G.P. / Alliance Global PartnersBroker
July 2020 - July 2021 · 1 yr
Stoever Glass Wealth Management, INC.
February 2019 - July 2020 · 1 yr 5 mos
Stoever, Glass & Company INC.Broker
February 2019 - July 2020 · 1 yr 5 mos
Shearson Financial Services, LLC
July 2016 - March 2019 · 2 yrs 8 mos
Shearson Financial Services, LLCBroker
July 2015 - March 2019 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - January 2013 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - January 2013 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - December 2010 · 2 mos
State Registrations1 state
FL
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.