Jennifer Helton Luzzatto
Director Of TradingStrathmore Capital Advisors, Inc.CRD 1527156
About Jennifer Helton Luzzatto
Jennifer Helton Luzzatto is listed as Director Of Trading at Strathmore Capital Advisors, Inc. in Charlotte, NC. Form ADV reports a beneficial ownership band of Under 5%. Jennifer Helton Luzzatto is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Strathmore Capital Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer Helton Luzzatto work?
Jennifer Helton Luzzatto is listed as Director Of Trading at Strathmore Capital Advisors, Inc. on SEC Form ADV.
How much of Strathmore Capital Advisors, Inc. does Jennifer Helton Luzzatto own?
Form ADV reports a beneficial ownership band of Under 5%.
Strathmore Capital Advisors, Inc.
| Title | Director Of Trading |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Summit Financial Partners, Inc.
| Title | President & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1999 |