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Partner; Tax Director · Joel Isaacson & Co., LLC

Lee Steinmetz

CRD 4519451 · Named on Form ADV at one SEC-registered adviser

At a glance

Joel Isaacson & Co., LLC, an SEC-registered wealth manager based in New York, NY with $9.3 billion in regulatory assets, lists Lee Steinmetz on its Form ADV as Partner; Tax Director, a control person.

Firms and roles

AtlasMembers

Lee’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Lee 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 Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.