# LENOX WEALTH ADVISORS, LLC

LENOX WEALTH ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 158380
- Type: SEC-registered investment adviser
- SEC file number: 801-72914
- Location: 90 PARK AVENUE, SUITE 1700, NEW YORK, NY, 10016
- Phone: 212-602-4500
- Latest filing: 2022-05-27
- Regulatory AUM: $2.1B
- Discretionary AUM: $2.1B
- Clients: 30
- Accounts: 2,851

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| CARTER DAVID M | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/PRESIDENT; PRINCIPAL | — |
| REYNHOLDS GREGORY KEVIN | CHIEF COMPLIANCE OFFICER AND SENIOR PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER/SENIOR PORTFOLIO MANAGER | — |
| BOOK MICHAEL ANDREW | MANAGING DIRECTOR | — |
| LARGE GREGORY KARL | MANAGING DIRECTOR | — |
| VAN BENSCHOTEN RICK PIERCE | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR | — |
| SCHROHE DAVID BRADLEY | EXECUTIVE VICE PRESIDENT | — |
| CADE CHRISTINA DAWN | CHIEF FINANCIAL OFFICER/VICE PRESIDENT/TREASURER | — |
| O'MALLEY EDWARD GEORGE | DIRECTOR | — |
| EVAN MICHAEL ANDREW | DIRECTOR; DIRECTOR/VICE PRESIDENT | — |
| OLSON STEPHANIE SCHERR | CHIEF COMPLIANCE OFFICER | — |
| MOO VERONICA EI CHUN | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158380/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158380/similar
- Related entities: https://search.stillhousedata.com/firm/158380/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158380

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.