Lightedway Advisory Services, Inc.
● SEC registered since 2021CRD 312712SEC# 801-120390Harrison, NY
Reg. AUM
$115M
Employees
1
Accounts
269
Location
Harrison, NY
Lightedway Advisory Services, Inc. assets under management
Lightedway Advisory Services, Inc. is an SEC-registered investment adviser based in Harrison, NY. The firm has been registered since 2021. It reports $115 million in regulatory assets under management and employs 1 people.
Lightedway Advisory Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan M Russo Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Lightedway Advisory Services, Inc. manage?
Lightedway Advisory Services, Inc. reports $115 million in regulatory assets under management on its Form ADV.
How many employees does Lightedway Advisory Services, Inc. have?
Lightedway Advisory Services, Inc. reports 1 employees.
Where is Lightedway Advisory Services, Inc. located?
Lightedway Advisory Services, Inc. is based in Harrison, NY and has been SEC-registered since 2021.
Does Lightedway Advisory Services, Inc. disclose fund performance?
Lightedway Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 83 Calvert St, Harrison, NY 10528 |
| Phone | 914-747-4717 |
| Fax | N/A |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$115Mregulatory AUM
Discretionary $115M