Menachem Mendel Lerman
Investment adviser representative at Equinum, LLC
10 yearsExperience
1 stateRegistered in
$757MFirm assets
7 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Equinum, LLCJan 2021 to now
- Beth RivkahApr 2019 to Dec 2020
- Robert Lubin & AssociatesAug 2018 to Apr 2019
- Full-time StudentSep 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Equinum, LLC
$757MAssets managed
246Clients
5Advisers
7 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
- 7415740
- Firm CRD
- 304350