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Trustee of the Lippman Family Trust Dated January 18, 1996 · L & S Advisors, Inc

Helene B. Lippman

CRD 6647405 · Named on Form ADV at one SEC-registered adviser

At a glance

L & S Advisors, Inc, an SEC-registered wealth manager based in LOS Angeles, CA with $1.2 billion in regulatory assets, lists Helene B. Lippman on its Form ADV as Trustee of the Lippman Family Trust Dated January 18, 1996, a control person.

Firms and roles

  • L & S Advisors, IncTrustee of the Lippman Family Trust Dated January 18, 1996Wealth manager · LOS Angeles, CA · $1.2B in regulatory assets

AtlasMembers

Helene’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (6)

  • Sy R. LippmanTrustee of the Lippman Family Trust Dated January 18, 1996; Executive Chairman (since 09/2026), L & S Advisors, Inc
  • Ralph R. ScottCIO, Trustee of the the Scott Family Trust Dated July 27, 1987; CEO (since 09/2026), L & S Advisors, Inc
  • Phyllis F. ScottTrustee of the the Scott Family Trust Dated July 27, 1987, L & S Advisors, Inc
  • Jason J. ScottChief Compliance Officer (since 02/2020); General Counsel (since 02/2023), L & S Advisors, Inc
  • Ian K. ManongdoChief Operating Officer, L & S Advisors, Inc

1 more person named with Helene on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Helene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.