AL
AL

Anthony Lazzeri

7 Years of Experience
Broker

Anthony Lazzeri is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 7 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
Loading...

Location

303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

Anthony is a self-employed musician and performs music for St. Columbian Church, dedicating minimal time to each. He also serves as a board member for the May Festival and works as a movie extra for Goodfeathers Pictures Inc.

Employment History
Current Registrations
Touchstone Advisors INC
May 2022 - Present · 3 yrs 11 mos
Touchstone Securities, LLCBroker
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
June 2013 - August 2016 · 3 yrs 2 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.