Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Lawrence L

Series 63, Series 65

New York, NY

IKE Capital, LLC

Lawrence Levy is a financial advisor at IKE Capital, LLC in New York, NY, with 34 years of industry experience. He has been with IKE Capital since 2004 and holds Series 63 and Series 65 licenses. IKE Capital provides discretionary and non-discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis, focusing on portfolio risk management and typically constructing diversified portfolios centered on large-cap equities, fixed income, REITs, ETFs, and private investments tailored to clients’ risk tolerance and time horizon.

Private / alternative investments Real estate investing Active portfolio management Concentrated stock management
user avatar
firm logo

Andre M

Series 63, Series 66

New York, NY

IKE Capital, LLC

Andre Mcclure is a financial advisor at IKE Capital, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KDM Capital, Saxony Securities, and Wunderlich Securities. IKE Capital serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management focused on fixed income and individual equities. The firm employs a combination of fundamental and technical analysis to customize portfolios based on client risk tolerance and objectives.

Private / alternative investments Real estate investing Active portfolio management Concentrated stock management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")