LP
LP

Lawrence Frederick Pizzella

9 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
255 clients
Average Client Portfolio
$481K average
Assets Under Management
$122.8M

Fee Structure

Minimum Investment:None
Loading...

Location

20640 3rd Steet, Suite 300, Saratoga, CA, 95070

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

Lawrence works as a Portfolio Administrator/Consultant at Legacy Wealth Advisors since 2014. He also works as a Trading Specialist at the Institute for Wealth Management since 2017.

Employment History
Current Registrations
Aria Wealth Management
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Sowell Management Services
October 2016 - January 2017 · 3 mos
Concert Wealth Management
February 2016 - September 2017 · 1 yr 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.