Lee
Gottlieb

Royal Alliance Associates, Inc

CRD#2795170
Investment Advisor
in Linwood, NJ

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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Linwood, NJ

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

NJ Average: $10,121,009,343
Total Number of Employees

2,965

NJ Average: 92
Total Number of Accounts

75,586

NJ Average: 6,978
Average Account Size

$220,949

NJ Average: $1,450,417

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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.

2018 - Present (4 years)

Royal Alliance Associates, Inc

2010 - Present (12 years)

Transamerica Financial Advisors, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

Disclosures

Lee Gottlieb has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Brian Young
Honolulu, HI
Steven Symer
Santa Barbara, CA
Zachary Henegan
Greenville, PA
Jeffrey Mashini
Sterling Heights, MI
Patrick Tantoco
Honolulu, HI
Garrett Tingle
Saint Louis, MO
Amberly Thurston
Fort Worth, TX
Marciana Elliott
Jersey City, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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