Lawrence Tankel
LT Advisors · New City, New York
Lawrence Tankel is a fee-only financial advisor at LT Advisors in New City, New York. LT Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LT Advisors |
|---|---|
| Based in | New City, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $53.5M across 57 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4015981 |
| Exams passed | Series 63 (1999) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Lawrence's firm compares
- LT Advisors's average account is about $939,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Lawrence
Is Lawrence Tankel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and LT Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, LT Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lawrence Tankel based?
Lawrence Tankel is based in New City, New York.
Is Lawrence Tankel registered with the SEC?
Yes. Lawrence Tankel is registered as an investment adviser representative in NY (CRD 4015981), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LT Advisors manage?
LT Advisors reports $53.5M across 57 accounts in assets under management.
How do I contact Lawrence Tankel?
Contact details aren't on file yet. Search for LT Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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