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Lorne Bycoff

10 Years of Experience
New York, NY

Lorne Bycoff is a registered investment advisor at The Bycoff Group LLC, based in New York, NY, with 10 years of industry experience. Lorne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 4 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$36.7M
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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lorne works as an Investment Advisor Representative (IAR) for Bycoff Group, dedicating full-time hours to providing investment advice. He also serves on the advisory board for the Duke Young Alumni Development Council and assists with grant allocation for Men of Reform Judaism, each requiring minimal time.

Employment History
Current Registrations
The Bycoff Group LLC
August 2025 - Present · 9 mos
Previous Registrations
Osaic Advisory Services, LLC
November 2020 - August 2025 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - November 2020 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - November 2020 · 5 yrs 5 mos
State Registrations1 state
NY
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.