Derek
Botwinick
Lumiere Financial
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About this Advisor
Derek Botwinick is a financial advisor based in New York, New York, working with Lumiere Financial. Derek has previously held positions at Principal Life Insurance Company, Princor Financial Services Corporation, Pruco Securities, LLC, Prudential Insurance Company Of America, Purshe Kaplan Sterling Investments, and Lumiere Financial Group LLC. Derek has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Derek is part of Lumiere Financial, which operates out of New York, New York. The firm has 1 office and 8 employees. The firm manages assets totaling $45.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lumiere Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lumiere Financial Brokerage Details
$44,981,403
8
202
$222,680
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Derek Botwinick Work History
Purshe Kaplan Sterling Investments
Lumiere Financial Group LLC
Pruco Securities, LLC
Prudential Insurance Company Of America
Principal Life Insurance Company
Princor Financial Services Corporation
Disclosures
Please visit the SEC profile of Derek Botwinick 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 Lumiere Financial
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.
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