David Lanzillo is a registered investment advisor at Robbins Farley LLC, based in Bedford, NH, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 246 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robbins Farley manages investments, typically with the ability to make trades without asking you first. The annual fee ranges from 0.00% to 2.00% of the value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your financial situation. The total management fees will not exceed 3%.
Location
6 Bedford Farms Drive, Suite 112, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Robbins Farley LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward Jones
Edward JonesBroker
Manulife Asset Management (US) LLC
John Hancock Funds, LLCBroker
John Hancock Advisers, LLC
John Hancock Distributors LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.