CCO · Satovsky Asset Management LLC
Christine L. Lucero
CRD 6655753 · Named on Form ADV at one SEC-registered adviser
At a glance
Satovsky Asset Management LLC, an SEC-registered wealth manager based in New York, NY with $975 million in regulatory assets, lists Christine L. Lucero on its Form ADV as CCO, a control person.
Firms and roles
- Satovsky Asset Management LLCCCOWealth manager · New York, NY · $975M in regulatory assets
AtlasMembers
Christine’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jonathan M. SatovskyFounder, CEO, & Managing Member, Satovsky Asset Management LLC
- Avi Z. BergCio/coo, Satovsky Asset Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.