Royal Alliance Associates, Inc
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About this Advisor
Lee Gottlieb is a financial advisor based out of Linwood, New Jersey with 5 years of relevant experience. Gottlieb is an employee of Royal Alliance Associates, Inc. Throughout their career, they have worked at Transamerica Financial Advisors, Inc, Royal Alliance Associates, Inc and Signator Investors, Inc. Gottlieb holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Royal Alliance Associates, Inc is a registered investment business operating out of Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 employees. It has $30 billion in assets between its 149,233 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 191 charities and foundations. Of its 149,233 customer accounts, just 11% belong to high-net-worth investors who have at least $1 million in investable assets. Royal Alliance Associates, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on the services offered. However, fee types charged by Royal Alliance Associates, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
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Royal Alliance Associates, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lee Gottlieb Work History
Lee has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Transamerica Financial Advisors, Inc
Signator Investors, Inc
*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.
Please visit the SEC profile of Lee Gottlieb 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 Royal Alliance Associates, Inc
Jersey City, NJ
Fort Wayne, IN
South Jordan, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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