Pamela Landy has been Shareholder of Lifecycle Financial Planners since September 2017, is a control person of the firm and directly owns between 50% and 75% of it.
Lifecycle Financial Planners Inc. is a Bloomfield Hills, MI firm with $672M under management, 171 clients and 9 advisers in one office, as of its March 2026 filing.
Pamela Landy’s longest registration is the current one, 8 years at Lifecycle Financial Planners since 2018. Before joining Lifecycle Financial Planners in 2018, Pamela Landy was registered through Cambridge Connection Inc.
- – present · 8 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 290250
- Cambridge Connection Inc– · 7 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 112086
Investment adviser representative registrations
Pamela Landy is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from April 2018; the most recent is Florida, in June 2018.
- CaliforniaSince 1 May 2018
- FloridaSince 19 June 2018
- LouisianaSince 1 May 2018
- MichiganSince 23 April 2018
- North CarolinaSince 1 May 2018
- TexasResidentSince 23 April 2018
Examinations
No examinations are on Pamela Landy’s record.
- Full name
- Pamela Sue Landy
- CRD
- 5837816
- Firm
- Lifecycle Financial Planners · CRD 290250
- Role
- Shareholder
- Office
- 40950 WOODWARD AVE STE140, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Pamela Landy work?
Pamela Landy has been Shareholder of Lifecycle Financial Planners Inc. since September 2017, and is a control person of the firm.
Is Pamela Landy a financial advisor?
Yes. Pamela Landy has a current investment-adviser registration in California, Florida, Louisiana, Michigan, North Carolina and Texas, through Lifecycle Financial Planners since April 2018.
How many years of experience does Pamela Landy have?
Pamela Landy has 16 years in the financial industry, since October 2010, across 2 adviser firms.
Where did Pamela Landy work before Lifecycle Financial Planners?
Before Lifecycle Financial Planners, Pamela Landy was registered through Cambridge Connection Inc, September 2010 to March 2018.
Where is Pamela Landy based?
Pamela Landy’s registered office is in Bloomfield Hills, MI.
Is Pamela Landy registered with FINRA?
No. Pamela Landy has no current broker registration.
How can I verify Pamela Landy’s record?
Search CRD 5837816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Pamela Landy’s full registration record.