Scott David Lasky
Investment adviser representative at Lionshead Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$229.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Lionshead Wealth Management, LLCMay 2017 to now
- Wilmington Capital Securities LLCAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Lionshead Wealth Management, LLC
$229.8MAssets managed
107Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2681791
- Firm CRD
- 288526