Royal Alliance Associates, Inc
About this Advisor
Lee Gottlieb is a financial advisor in Linwood, New Jersey. Currently a registered financial advisor with Royal Alliance Associates, Inc, they have accrued 10 years of professional experience as a registered investment advisor. Gottlieb holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Gottlieb can serve investors in New Jersey. Over the course of their career, Gottlieb has held roles at Transamerica Financial Advisors, Inc, Royal Alliance Associates, Inc and Signator Investors, Inc. Royal Alliance Associates, Inc is based out of Linwood, New Jersey, and operates out of 952 other brick-and-mortar locations in the United States. As an advisor firm, Royal Alliance Associates, Inc oversees $17 billion in assets throughout 75,586 accounts and retains more than 2,965 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 62,530 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 17% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Royal Alliance Associates, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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 10 years of experience.
Royal Alliance Associates, Inc
Transamerica Financial Advisors, Inc
Signator Investors, Inc
Lee Gottlieb has no disclosures.
Please visit their SEC profile for more details.
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