Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bo? Claim Your ProfileBo Lan is a registered investment advisor representative with Satovsky Asset Management LLC. Bo is registered with the state of New York and has been in the industry since January 2015. Bo has passed the Uniform Investment Adviser Law Examination. Bo Lan works with individuals, corporations, pension and profit sharing plans, and charitable organizations. Satovsky Asset Management LLC is a firm based in New York, NY that specializes in providing financial planning, portfolio management, and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
01/11/2022 - Present
Satovsky Asset Management LLC (NEW YORK NY)
IA
Issued 01/11/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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