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Lawrence Scott Tankel

Investment adviser representative at Lt Advisors LLC
13 yearsExperience
1 stateRegistered in
$53.5MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Lawrence Tankel Cpa. P.C.Jan 2022 to now
  2. Lt Advisors LLCJan 2020 to now
  3. Cinch Technologies;Apr 2019 to Jan 2020
  4. UnemployedJun 2018 to Apr 2019
  5. Goldman SachsSep 2013 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (NY).

Lt Advisors LLC

$53.5MAssets managed
18Clients
1Advisers
1 yearIn 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
4015981
Firm CRD
318920
Advisor's SEC record (opens in a new tab)
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