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Lance Thomas Hogan

Advisor at Malatai Capital LLC — Cicero, NY

Updated today

Credentials

Series 65

Experience

3 years

Location

Cicero, NY

Malatai Capital LLC logo

Malatai Capital LLC

Supported

Total advisors

3

Across 2 offices

Clients per advisor

13 Very Low

Avg AUM per client

$1,710,526 Very High

HNW client ratio

21% Low

About

Lance Hogan is a financial advisor at Malatai Capital LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Defy Security and Depuy Synthes (Johnson and Johnson). Malatai Capital provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equity securities with individualized investment programs. The firm’s approach combines fundamental analysis with daily technical review and employs performance-based compensation for qualified clients.

Client services

Based on Malatai Capital LLC

Portfolio management

Expertise

Based on Malatai Capital LLC

Active portfolio management Options & derivatives strategies

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Fee options

Performance-based

25% of client's quarterly net realized and unrealized profits, calculated quarterly with a high-water mark and loss carry-forward provision

Other

Account minimum: $500,000

Location

See office

Cicero, NY

Cicero NY

Advisors at this office

1

Most active in

New York

Work history

3 years of industry experience

Malatai Capital LLC

2023 - Present • 3 years

Cicero, NY

NONE

2023 - 2023 • 1 year

Na, NY

Defy Security

2022 - 2023 • 1 year

Pittsburgh, PA

Depuy Synthes (Johnson and Johnson)

2008 - 2022 • 14 years

Paoli, PA

Edward Jones

2004 - Present • 22 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jessica C

Series 63, Series 66

Chittenango, NY

Champion, Jessica

Jessica Champion is an independent financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own firm, Champion Method LLC. Champion Method LLC provides wealth management and financial planning services to individuals and high-net-worth clients. The firm blends modern portfolio theory with fundamental, technical, and charting analysis, employs both passive and active investment vehicles, and integrates behavioral finance coaching and customizable socially responsible investing options.

Retirement income strategy General retirement planning Cash flow / budgeting
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Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
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Nancy G

Series 63, Series 65, Series 66

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY, holding Series 63, 65, and 66 licenses and six years of industry experience. She previously worked at UBS Financial Services for one year before joining Edward S. Green & Associates, where she has been since 2010. In addition to her advisory role, Nancy provides human resources consulting for Bousquet Holstein PLLC. Edward S. Green & Associates primarily acts as a solicitor for an unaffiliated investment adviser, offering financial concierge services that coordinate clients’ education, retirement, and estate planning with other professionals. The firm does not manage client assets directly but refers clients to a sub-adviser for investment management and serves as the primary client contact for those referrals.

Wealth management
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Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
user avatar

Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

Lucas Smith is the principal advisor at LTS Wealth Management in Syracuse, NY. He holds the Series 65 designation and has one year of experience in the financial advisory industry. Outside of his advisory role, he has operated a basketball officiating business since 2007 and serves as the grievance chair for the Baldwinsville Teachers Association. He has also maintained longstanding roles in public education, including with the Baldwinsville Central School District. LTS Wealth Management provides tailored investment advisory and financial planning services to individuals, families, and small businesses. The firm employs a combination of quantitative and qualitative investment methods within a strategic asset-allocation framework, incorporating tax-aware practices and limited options strategies when appropriate.

Tax-loss harvesting Options & derivatives strategies
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