Gregory Lichtenstein (CRD# 7138993) is an Investment Advisor Representative working at Ethos Capital Management, Inc. in Newtown, PA and has over 2 years of experience in the finance industry. Gregory Lichtenstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ethos Capital Advisors, LLC | Newtown, PA | Nov 2022 - Current | 1 |
| Ethos Capital Advisors, LLC | Newtown, PA | Jun 2021 - Current | 3 |
| Ethos Capital Management, Inc. | Newtown, PA | Jun 2021 - Current | 3 |
| Student | Philadelphia, PA | Aug 2011 - Apr 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- NJ
- PA
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$281,107
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NJ, PA
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