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Christine Lynn Lucero

Satovsky Asset Management LLC

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About Christine Lynn Lucero

Christine Lynn Lucero is an Investment Advisor Representative with Satovsky Asset Management LLC. Christine is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning, portfolio management for businesses and individuals, and consulting services. Christine has been in the industry since June 2013 and is registered with the state of New York.

Firm Information

Christine Lucero is currently registered with Satovsky Asset Management LLC. Satovsky Asset Management LLC is an investment advisory firm located in NEW YORK, NY. The firm provides a range of advisory services including financial planning, pension consulting, consulting services, and portfolio management for individuals, businesses, and pooled investment vehicles. With over 792 million dollars in regulatory assets under management, Satovsky Asset Management LLC primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and charitable organizations.
Satovsky Asset Management LLC

232 MADISON AVENUE

NEW YORK, NY 10016

$792.11M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Lucero’s Registration & Firm History

NY

10/25/2021 - Present

Satovsky Asset Management LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Lynn Lucero.
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