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President and Director · Personal Asset Strategies, Inc.

Lonnie M. Garber

CRD 4841511 · Named on Form ADV at one SEC-registered adviser

At a glance

Personal Asset Strategies, Inc., an SEC-registered broker-dealer firm based in Westbury, NY with $51 million in regulatory assets, lists Lonnie M. Garber on its Form ADV as President and Director, a control person.

Firms and roles

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Lonnie’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

  • Jeffrey B. GarberChief Compliance Officer, Secretary and Director, Personal Asset Strategies, Inc.

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