Adam
Lorraine
Aegis Capital Corp
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About this Advisor
Adam Lorraine is a financial advisor based in Boca Raton, Florida with a total of 10 years of relevant experience. Lorraine currently works for Aegis Capital Corp. Their career trajectory has included roles at Revere Securities Corp and Aegis Capital Corp. Lorraine has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and New York. Aegis Capital Corp is a company headquartered in New York, NY. The firm has offices in 19 locations and a total of 297 people on staff. It manages $1 billion in assets under management between its 2,166 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 2,166 client accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Aegis Capital Corp has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on the type of financial services provided. However, fees charged by Aegis Capital Corp likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,033,140,094
297
2,166
$476,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Adam Lorraine Work History
Adam has been registered as a financial advisor for 10 years.*
Aegis Capital Corp
Revere Securities Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Lorraine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Capital Corp
New York, NY
Melville, NY
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Portland, OR
New York, NY
Portland, OR
Melville, NY
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