L.J. ALTFEST & CO., INC.

L.J. ALTFEST & CO., INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 110130). Regulatory assets under management: $1.8B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (12)

NameRoleLocation
Lewis Jay AltfestCHIEF EXECUTIVE OFFICER—
John Nmn ValentiniCHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER—
Andrew Gamer AltfestPRESIDENT—
Karen Caplan AltfestEXECUTIVE VICE PRESIDENT CLIENT RELATIONS—
ALTFEST LEWIS JAYCHIEF EXECUTIVE OFFICER; PRESIDENT—
ASWANI PRAKASHCHIEF COMPLIANCE OFFICER—
VALENTINI JOHNCHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER—
ALTFEST ANDREWEXECUTIVE VICE PRESIDENT; PRESIDENT—
ALTFEST KARENEXECUTIVE VICE PRESIDENT CLIENT RELATIONS—
VALENTINI JOHN NMNCHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER—
ALTFEST ANDREW GAMERPRESIDENT—
ALTFEST KAREN CAPLANEXECUTIVE VICE PRESIDENT CLIENT RELATIONS—

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